See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,500 | $87,705+2.0% | $63,517+40.9% | $125,391-28.6% |
| Participation rate | 73.3% | 77.0%-3.7pp | 71.0%+2.3pp | 83.2%-9.9pp |
| Annual return | -0.72% | 21.70%-22.4pp | -70.30%+69.6pp | 282.22%-282.9pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,710 | $3,939+70.3% | $2,953+127.2% | $5,352+25.4% |
| Admin fee / account holder | $14,870 | $11,948+24.5% | $5,892+152.4% | $9,540+55.9% |