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 | $70,158 | $110,094-36.3% | $151,611-53.7% | $68,494+2.4% |
| Participation rate | 70.7% | 84.0%-13.2pp | 87.5%-16.8pp | 67.9%+2.8pp |
| Annual return | -17.00% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,869 | $6,527+51.2% | $8,363+18.0% | $4,027+145.1% |
| Admin fee / account holder | $10,355 | $7,719+34.2% | $11,616-10.9% | $5,403+91.7% |