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 | $58,764 | $42,894+37.0% | $60,874-3.5% | $68,494-14.2% |
| Participation rate | 93.3% | 66.8%+26.5pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -14.45% | -13.98%-0.5pp | 16.90%-31.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,325 | $2,867+120.6% | $3,817+65.7% | $4,027+57.1% |
| Admin fee / account holder | $4,343 | $3,101+40.1% | $3,224+34.7% | $5,403-19.6% |