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 | $146,960 | $82,664+77.8% | $125,339+17.3% | $68,494+114.6% |
| Participation rate | 74.4% | 75.0%-0.7pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -14.14% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,772 | $6,110-5.5% | $7,446-22.5% | $4,027+43.3% |
| Admin fee / account holder | $2,662 | $6,275-57.6% | $10,010-73.4% | $5,403-50.7% |