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 | $246,466 | $82,664+198.2% | $125,339+96.6% | $68,494+259.8% |
| Participation rate | 91.1% | 75.0%+16.1pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | -12.69% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,140 | $6,110+82.3% | $7,446+49.6% | $4,027+176.6% |
| Admin fee / account holder | $29,798 | $6,275+374.8% | $10,010+197.7% | $5,403+451.5% |