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 | $61,233 | $73,004-16.1% | $90,749-32.5% | $68,494-10.6% |
| Participation rate | 88.8% | 70.8%+17.9pp | 75.7%+13.1pp | 67.9%+20.9pp |
| Annual return | -14.95% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,722 | $3,627+30.2% | $4,564+3.5% | $4,027+17.3% |
| Admin fee / account holder | $4,379 | $5,896-25.7% | $8,445-48.1% | $5,403-18.9% |