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 | $32,271 | $46,674-30.9% | $117,472-72.5% | $68,494-52.9% |
| Participation rate | 90.3% | 56.8%+33.5pp | 70.6%+19.7pp | 67.9%+22.4pp |
| Annual return | -12.87% | -14.52%+1.7pp | 29.74%-42.6pp | -7.84%-5.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,058 | $2,636-21.9% | $4,070-49.4% | $4,027-48.9% |
| Admin fee / account holder | $2,362 | $4,020-41.3% | $5,645-58.2% | $5,403-56.3% |