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 | $79,125 | $140,578-43.7% | $100,671-21.4% | $125,391-36.9% |
| Participation rate | 90.0% | 80.4%+9.6pp | 70.7%+19.3pp | 83.2%+6.8pp |
| Annual return | -2.02% | 24.67%-26.7pp | 20.43%-22.5pp | 282.22%-284.2pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,796 | $3,981-29.8% | $3,144-11.1% | $5,352-47.8% |
| Admin fee / account holder | $2,142 | $6,716-68.1% | $4,850-55.8% | $9,540-77.6% |