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 | $71,575 | $59,805+19.7% | $79,550-10.0% | $68,494+4.5% |
| Participation rate | 86.1% | 61.1%+25.0pp | 69.5%+16.6pp | 67.9%+18.2pp |
| Annual return | -18.06% | -12.30%-5.8pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,012 | $3,024+32.7% | $3,985+0.7% | $4,027-0.4% |
| Admin fee / account holder | $1,083 | $4,835-77.6% | $6,832-84.2% | $5,403-80.0% |