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 | $167,925 | $105,860+58.6% | $90,749+85.0% | $134,475+24.9% |
| Participation rate | 73.7% | 78.2%-4.6pp | 75.7%-2.0pp | 81.2%-7.5pp |
| Annual return | -15.08% | -11.01%-4.1pp | -12.16%-2.9pp | 417.96%-433.0pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,530 | $5,216-51.5% | $4,564-44.6% | $6,400-60.5% |
| Admin fee / account holder | $2,904 | $13,938-79.2% | $8,445-65.6% | $11,426-74.6% |