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 | $42,092 | $49,177-14.4% | $79,464-47.0% | $64,186-34.4% |
| Participation rate | 80.5% | 65.0%+15.5pp | 73.3%+7.1pp | 69.6%+10.9pp |
| Annual return | -5.70% | -1.16%-4.5pp | 718.14%-723.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,562 | $2,821+61.7% | $3,704+23.2% | $3,470+31.5% |
| Admin fee / account holder | $511 | $3,839-86.7% | $5,113-90.0% | $4,888-89.5% |