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 | $123,035 | $107,791+14.1% | $90,645+35.7% | $135,375-9.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | -6.23% | -0.90%-5.3pp | 1.88%-8.1pp | 519.73%-526.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,690 | $3,872-56.3% | $3,425-50.6% | $5,609-69.9% |
| Admin fee / account holder | $1,732 | $5,930-70.8% | $4,994-65.3% | $10,827-84.0% |