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 | $42,314 | $42,894-1.4% | $60,874-30.5% | $68,494-38.2% |
| Participation rate | 76.9% | 66.8%+10.1pp | 73.1%+3.8pp | 67.9%+9.0pp |
| Annual return | -15.04% | -13.98%-1.1pp | 16.90%-31.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,021 | $2,867+75.2% | $3,817+31.6% | $4,027+24.7% |
| Admin fee / account holder | $4,763 | $3,101+53.6% | $3,224+47.7% | $5,403-11.8% |