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 | $25,331 | $42,383-40.2% | $76,523-66.9% | $64,186-60.5% |
| Participation rate | 77.8% | 58.1%+19.6pp | 68.0%+9.8pp | 69.6%+8.2pp |
| Annual return | -6.53% | -16.54%+10.0pp | -0.27%-6.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,622 | $2,566-36.8% | $3,835-57.7% | $3,470-53.2% |
| Admin fee / account holder | $537 | $3,198-83.2% | $4,848-88.9% | $4,888-89.0% |