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 | $216,361 | $82,286+162.9% | $68,791+214.5% | $134,475+60.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -13.78% | -2.19%-11.6pp | -6.38%-7.4pp | 417.96%-431.7pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,467 | $4,739-69.0% | $3,941-62.8% | $6,400-77.1% |
| Admin fee / account holder | $28,856 | $6,481+345.3% | $4,932+485.1% | $11,426+152.5% |