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 | $29,373 | $42,383-30.7% | $76,523-61.6% | $64,186-54.2% |
| Participation rate | 77.8% | 58.1%+19.6pp | 68.0%+9.8pp | 69.6%+8.2pp |
| Annual return | -4.39% | -16.54%+12.1pp | -0.27%-4.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,871 | $2,566+11.9% | $3,835-25.2% | $3,470-17.3% |
| Admin fee / account holder | $13,866 | $3,198+333.6% | $4,848+186.0% | $4,888+183.7% |