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 | $82,310 | $64,707+27.2% | $112,228-26.7% | $68,494+20.2% |
| Participation rate | 82.4% | 67.2%+15.2pp | 75.1%+7.3pp | 67.9%+14.5pp |
| Annual return | -15.40% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,825 | $3,565+7.3% | $4,728-19.1% | $4,027-5.0% |
| Admin fee / account holder | $22,957 | $5,232+338.8% | $6,410+258.1% | $5,403+324.9% |