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 | $42,453 | $50,958-16.7% | $74,550-43.1% | $64,186-33.9% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.1%+24.6pp | 69.6%+24.2pp |
| Annual return | -2.20% | -1.86%-0.3pp | 32.53%-34.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $781 | $1,115-30.0% | $1,961-60.2% | $2,381-67.2% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,158 | $4,223-72.6% | $5,060-77.1% | $4,888-76.3% |