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 | $27,057 | $42,894-36.9% | $60,874-55.6% | $68,494-60.5% |
| Participation rate | 98.4% | 66.8%+31.6pp | 73.1%+25.3pp | 67.9%+30.5pp |
| Annual return | -12.58% | -13.98%+1.4pp | 16.90%-29.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $420 | $1,978-78.8% | $2,701-84.5% | $2,596-83.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $906 | $3,101-70.8% | $3,224-71.9% | $5,403-83.2% |