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 | $141,539 | $77,813+81.9% | $123,544+14.6% | $64,186+120.5% |
| Participation rate | 91.7% | 74.7%+17.0pp | 82.3%+9.4pp | 69.6%+22.1pp |
| Annual return | -5.19% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,542 | $5,240+82.1% | $6,426+48.5% | $3,470+175.0% |
| Admin fee / account holder | $12,949 | $5,519+134.6% | $9,284+39.5% | $4,888+164.9% |