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 5-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 | $123,669 | $129,942-4.8% | $104,294+18.6% | $134,475-8.0% |
| Participation rate | 90.0% | 79.5%+10.5pp | 73.3%+16.7pp | 81.2%+8.8pp |
| Annual return | -14.60% | 42.03%-56.6pp | 24.61%-39.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,484 | $5,588-37.6% | $4,625-24.7% | $6,400-45.6% |
| Admin fee / account holder | $4,769 | $9,323-48.8% | $7,339-35.0% | $11,426-58.3% |