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 | $181,353 | $82,664+119.4% | $125,339+44.7% | $68,494+164.8% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -16.08% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,292 | $3,381-61.8% | $4,814-73.2% | $2,596-50.2% |
| Participant deferral / active EE | $3,950 | $6,110-35.4% | $7,446-47.0% | $4,027-1.9% |
| Admin fee / account holder | $20,589 | $6,275+228.1% | $10,010+105.7% | $5,403+281.1% |