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 | $122,799 | $71,883+70.8% | $86,677+41.7% | $68,494+79.3% |
| Participation rate | 88.3% | 72.2%+16.1pp | 76.6%+11.8pp | 67.9%+20.4pp |
| Annual return | -15.33% | 3.52%-18.9pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,592 | $3,779+21.5% | $4,656-1.4% | $4,027+14.0% |
| Admin fee / account holder | $21,631 | $6,112+253.9% | $7,493+188.7% | $5,403+300.4% |