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 | $221,507 | $209,374+5.8% | $204,484+8.3% | $478,521-53.7% |
| Participation rate | 100.0% | 90.3%+9.7pp | 87.2%+12.8pp | 89.3%+10.7pp |
| Annual return | -1.47% | 0.62%-2.1pp | 1.17%-2.6pp | 101.52%-103.0pp |
| Employer contribution / active EE | $0 | $3,026-100.0% | $3,236-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $10,567-100.0% | $9,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $3,309 | $3,921-15.6% | $4,140-20.1% | $12,578-73.7% |