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 | $44,051 | $53,162-17.1% | $91,220-51.7% | $68,494-35.7% |
| Participation rate | 82.1% | 63.2%+18.8pp | 73.2%+8.9pp | 67.9%+14.2pp |
| Annual return | -16.55% | -3.14%-13.4pp | 114.01%-130.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,204 | $2,974-25.9% | $4,234-47.9% | $4,027-45.3% |
| Admin fee / account holder | $2,999 | $4,493-33.3% | $5,420-44.7% | $5,403-44.5% |