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 | $100,974 | $76,000+32.9% | $154,107-34.5% | $64,186+57.3% |
| Participation rate | 82.8% | 70.4%+12.3pp | 83.0%-0.3pp | 69.6%+13.2pp |
| Annual return | -3.18% | 30.32%-33.5pp | 735.12%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,003 | $3,175+57.6% | $5,081-1.5% | $3,470+44.2% |
| Admin fee / account holder | $18,257 | $5,596+226.2% | $13,411+36.1% | $4,888+273.5% |