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 | $65,574 | $73,004-10.2% | $90,749-27.7% | $68,494-4.3% |
| Participation rate | 97.4% | 70.8%+26.5pp | 75.7%+21.7pp | 67.9%+29.5pp |
| Annual return | -16.50% | -13.81%-2.7pp | -12.16%-4.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,964 | $3,627-45.9% | $4,564-57.0% | $4,027-51.2% |
| Admin fee / account holder | $11,085 | $5,896+88.0% | $8,445+31.3% | $5,403+105.2% |