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 | $116,444 | $131,829-11.7% | $108,579+7.2% | $273,961-57.5% |
| Participation rate | 70.6% | 83.5%-12.9pp | 79.6%-9.0pp | 83.0%-12.4pp |
| Annual return | 4.85% | -91.57%+96.4pp | -51.70%+56.5pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,237 | $5,127+2.1% | $4,311+21.5% | $5,287-1.0% |
| Admin fee / account holder | $1,917 | $10,252-81.3% | $7,645-74.9% | $10,132-81.1% |