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 | $77,051 | $43,723+76.2% | $121,196-36.4% | $64,186+20.0% |
| Participation rate | 89.3% | 58.3%+31.0pp | 71.7%+17.5pp | 69.6%+19.7pp |
| Annual return | -3.00% | 68.91%-71.9pp | 16.93%-19.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,193 | $2,280+127.8% | $3,344+55.3% | $3,470+49.7% |
| Admin fee / account holder | $33,558 | $3,501+858.5% | $5,019+568.6% | $4,888+586.5% |