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 | $164,863 | $129,942+26.9% | $104,294+58.1% | $134,475+22.6% |
| Participation rate | 94.4% | 79.5%+14.9pp | 73.3%+21.2pp | 81.2%+13.2pp |
| Annual return | -11.31% | 42.03%-53.3pp | 24.61%-35.9pp | 417.96%-429.3pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,049 | $5,588-9.6% | $4,625+9.2% | $6,400-21.1% |
| Admin fee / account holder | $46,756 | $9,323+401.5% | $7,339+537.0% | $11,426+309.2% |