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 | $211,903 | $46,674+354.0% | $117,472+80.4% | $68,494+209.4% |
| Participation rate | 71.4% | 56.8%+14.7pp | 70.6%+0.8pp | 67.9%+3.5pp |
| Annual return | -16.84% | -14.52%-2.3pp | 29.74%-46.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,622 | $2,636+75.3% | $4,070+13.6% | $4,027+14.8% |
| Admin fee / account holder | $44,802 | $4,020+1014.5% | $5,645+693.7% | $5,403+729.2% |