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 | $13,979 | $95,193-85.3% | $76,523-81.7% | $135,375-89.7% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -6.33% | 4.85%-11.2pp | -0.27%-6.1pp | 519.73%-526.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,497 | $4,639-46.2% | $3,835-34.9% | $5,609-55.5% |
| Admin fee / account holder | $3,158 | $6,249-49.5% | $4,848-34.9% | $10,827-70.8% |