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 | $28,894 | $72,404-60.1% | $110,238-73.8% | $64,186-55.0% |
| Participation rate | 91.0% | 73.3%+17.7pp | 79.8%+11.2pp | 69.6%+21.5pp |
| Annual return | -1.87% | -6.29%+4.4pp | 314.74%-316.6pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,835 | $3,469-18.3% | $4,672-39.3% | $3,470-18.3% |
| Admin fee / account holder | $773 | $5,664-86.4% | $8,547-91.0% | $4,888-84.2% |