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 | $54,864 | $46,674+17.5% | $117,472-53.3% | $68,494-19.9% |
| Participation rate | 78.8% | 56.8%+22.0pp | 70.6%+8.2pp | 67.9%+10.9pp |
| Annual return | -18.59% | -14.52%-4.1pp | 29.74%-48.3pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $936 | $2,636-64.5% | $4,070-77.0% | $4,027-76.8% |
| Admin fee / account holder | $3,261 | $4,020-18.9% | $5,645-42.2% | $5,403-39.6% |