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 | $112,647 | $45,863+145.6% | $77,024+46.2% | $68,494+64.5% |
| Participation rate | 70.6% | 55.9%+14.7pp | 67.9%+2.7pp | 67.9%+2.7pp |
| Annual return | -12.75% | 1.72%-14.5pp | 42.32%-55.1pp | -7.84%-4.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,884 | $2,962-2.6% | $4,426-34.8% | $4,027-28.4% |
| Admin fee / account holder | $2,983 | $3,041-1.9% | $5,425-45.0% | $5,403-44.8% |