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 | $46,347 | $73,004-36.5% | $90,749-48.9% | $68,494-32.3% |
| Participation rate | 82.8% | 70.8%+12.0pp | 75.7%+7.1pp | 67.9%+14.9pp |
| Annual return | -9.76% | -13.81%+4.0pp | -12.16%+2.4pp | -7.84%-1.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,145 | $3,627-40.9% | $4,564-53.0% | $4,027-46.7% |
| Admin fee / account holder | $8,011 | $5,896+35.9% | $8,445-5.1% | $5,403+48.3% |