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 | $43,242 | $59,805-27.7% | $79,550-45.6% | $68,494-36.9% |
| Participation rate | 94.1% | 61.1%+33.1pp | 69.5%+24.6pp | 67.9%+26.2pp |
| Annual return | -17.35% | -12.30%-5.0pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,933 | $3,024+63.1% | $3,985+23.8% | $4,027+22.5% |
| Admin fee / account holder | $4,775 | $4,835-1.2% | $6,832-30.1% | $5,403-11.6% |