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 | $62,088 | $71,883-13.6% | $86,677-28.4% | $68,494-9.4% |
| Participation rate | 84.1% | 72.2%+11.9pp | 76.6%+7.5pp | 67.9%+16.2pp |
| Annual return | -17.78% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,830 | $3,779+27.8% | $4,656+3.7% | $4,027+19.9% |
| Admin fee / account holder | $826 | $6,112-86.5% | $7,493-89.0% | $5,403-84.7% |