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 | $179,577 | $94,529+90.0% | $140,016+28.3% | $64,186+179.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 87.5%-12.5pp | 69.6%+5.4pp |
| Annual return | -1.48% | 7.77%-9.3pp | 651.12%-652.6pp | 7.63%-9.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,904 | $5,250+50.6% | $6,927+14.1% | $3,470+127.8% |
| Admin fee / account holder | $26,973 | $6,741+300.1% | $10,705+152.0% | $4,888+451.8% |