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 | $226,287 | $72,404+212.5% | $110,238+105.3% | $64,186+252.6% |
| Participation rate | 70.4% | 73.3%-3.0pp | 79.8%-9.4pp | 69.6%+0.8pp |
| Annual return | -5.26% | -6.29%+1.0pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,480 | $3,469+86.8% | $4,672+38.7% | $3,470+86.8% |
| Admin fee / account holder | $769 | $5,664-86.4% | $8,547-91.0% | $4,888-84.3% |