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 | $81,308 | $49,280+65.0% | $67,313+20.8% | $64,186+26.7% |
| Participation rate | 98.4% | 60.8%+37.7pp | 69.1%+29.4pp | 69.6%+28.9pp |
| Annual return | -6.51% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $15,001 | $2,484+503.9% | $3,568+320.4% | $3,470+332.4% |
| Admin fee / account holder | $11,541 | $3,863+198.8% | $4,507+156.1% | $4,888+136.1% |