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 | $109,906 | $94,529+16.3% | $140,016-21.5% | $64,186+71.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 87.5%0pp | 69.6%+17.9pp |
| Annual return | -4.97% | 7.77%-12.7pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $13,353 | $5,250+154.3% | $6,927+92.8% | $3,470+284.9% |
| Admin fee / account holder | $8,504 | $6,741+26.2% | $10,705-20.6% | $4,888+74.0% |