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 | $219,055 | $69,010+217.4% | $159,960+36.9% | $68,494+219.8% |
| Participation rate | 95.7% | 65.4%+30.3pp | 78.0%+17.8pp | 67.9%+27.9pp |
| Annual return | -13.21% | -9.65%-3.6pp | 408.60%-421.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $16,319 | $4,212+287.5% | $6,182+164.0% | $4,027+305.2% |
| Admin fee / account holder | $10,332 | $4,798+115.4% | $8,698+18.8% | $5,403+91.2% |