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 | $31,703 | $59,805-47.0% | $79,550-60.1% | $68,494-53.7% |
| Participation rate | 88.1% | 61.1%+27.0pp | 69.5%+18.6pp | 67.9%+20.2pp |
| Annual return | -14.91% | -12.30%-2.6pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,198 | $3,024+5.7% | $3,985-19.8% | $4,027-20.6% |
| Admin fee / account holder | $1,107 | $4,835-77.1% | $6,832-83.8% | $5,403-79.5% |