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 | $46,445 | $58,577-20.7% | $83,333-44.3% | $64,186-27.6% |
| Participation rate | 86.0% | 72.0%+14.0pp | 77.8%+8.3pp | 69.6%+16.5pp |
| Annual return | -5.75% | 9.65%-15.4pp | 10.63%-16.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,749 | $4,654+45.0% | $5,565+21.3% | $3,470+94.5% |
| Admin fee / account holder | $2,454 | $9,275-73.5% | $7,510-67.3% | $4,888-49.8% |