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 | $226,551 | $133,958+69.1% | $112,228+101.9% | $134,475+68.5% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.1%-1.4pp | 81.2%-7.5pp |
| Annual return | -16.01% | 47.11%-63.1pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,005 | $5,291-24.3% | $4,728-15.3% | $6,400-37.4% |
| Admin fee / account holder | $3,434 | $7,489-54.1% | $6,410-46.4% | $11,426-69.9% |