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 | $49,988 | $73,867-32.3% | $143,757-65.2% | $68,494-27.0% |
| Participation rate | 75.9% | 66.7%+9.3pp | 80.3%-4.4pp | 67.9%+8.0pp |
| Annual return | -13.68% | 1.01%-14.7pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,686 | $3,384+97.6% | $5,637+18.6% | $4,027+66.0% |
| Admin fee / account holder | $5,033 | $5,755-12.5% | $14,673-65.7% | $5,403-6.9% |