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 8-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 | $18,954 | $46,674-59.4% | $117,472-83.9% | $68,494-72.3% |
| Participation rate | 89.5% | 56.8%+32.7pp | 70.6%+18.9pp | 67.9%+21.6pp |
| Annual return | -13.78% | -14.52%+0.7pp | 29.74%-43.5pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,470 | $2,636-6.3% | $4,070-39.3% | $4,027-38.7% |
| Admin fee / account holder | $1,739 | $4,020-56.7% | $5,645-69.2% | $5,403-67.8% |