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 | $63,602 | $87,540-27.3% | $75,781-16.1% | $125,391-49.3% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -2.41% | 13.48%-15.9pp | 9.68%-12.1pp | 282.22%-284.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,092 | $4,229-50.5% | $3,651-42.7% | $5,352-60.9% |
| Admin fee / account holder | $8,234 | $6,502+26.6% | $5,299+55.4% | $9,540-13.7% |