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 | $68,187 | $71,883-5.1% | $86,677-21.3% | $68,494-0.4% |
| Participation rate | 91.2% | 72.2%+19.0pp | 76.6%+14.7pp | 67.9%+23.3pp |
| Annual return | -17.49% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,413 | $3,779-9.7% | $4,656-26.7% | $4,027-15.2% |
| Admin fee / account holder | $29,569 | $6,112+383.8% | $7,493+294.6% | $5,403+447.3% |