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 | $147,836 | $77,813+90.0% | $123,544+19.7% | $64,186+130.3% |
| Participation rate | 77.1% | 74.7%+2.4pp | 82.3%-5.2pp | 69.6%+7.6pp |
| Annual return | -2.55% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,590 | $5,240+25.8% | $6,426+2.6% | $3,470+89.9% |
| Admin fee / account holder | $9,934 | $5,519+80.0% | $9,284+7.0% | $4,888+103.2% |