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 | $138,860 | $91,538+51.7% | $129,995+6.8% | $75,163+84.7% |
| Participation rate | 73.3% | 71.4%+1.9pp | 78.5%-5.2pp | 67.2%+6.1pp |
| Annual return | 15.66% | -631.11%+646.8pp | -137.18%+152.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,288 | $4,341-24.3% | $5,820-43.5% | $4,125-20.3% |
| Admin fee / account holder | $3,945 | $6,790-41.9% | $10,614-62.8% | $5,651-30.2% |