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 | $116,348 | $69,518+67.4% | $59,878+94.3% | $135,375-14.1% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.7%+3.1pp | 82.6%-4.9pp |
| Annual return | -1.24% | 7.94%-9.2pp | 3.46%-4.7pp | 519.73%-521.0pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,023 | $4,206+233.4% | $3,402+312.2% | $5,609+150.0% |
| Admin fee / account holder | $660 | $5,734-88.5% | $3,590-81.6% | $10,827-93.9% |