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 | $227,106 | $92,222+146.3% | $76,768+195.8% | $135,375+67.8% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -4.78% | 5.46%-10.2pp | 2.43%-7.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,442 | $4,509+65.1% | $3,852+93.2% | $5,609+32.7% |
| Admin fee / account holder | $11,399 | $10,748+6.1% | $6,675+70.8% | $10,827+5.3% |