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 | $196,971 | $57,354+243.4% | $83,848+134.9% | $64,186+206.9% |
| Participation rate | 78.7% | 68.6%+10.1pp | 76.1%+2.6pp | 69.6%+9.2pp |
| Annual return | -6.05% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,125 | $2,993+104.6% | $4,082+50.1% | $3,470+76.5% |
| Admin fee / account holder | $719 | $4,046-82.2% | $5,478-86.9% | $4,888-85.3% |