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 | $118,576 | $97,044+22.2% | $83,333+42.3% | $135,375-12.4% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -4.52% | 12.31%-16.8pp | 10.63%-15.2pp | 519.73%-524.3pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,069 | $5,964+18.5% | $5,565+27.0% | $5,609+26.0% |
| Admin fee / account holder | $807 | $8,380-90.4% | $7,510-89.3% | $10,827-92.5% |