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 | $26,093 | $49,177-46.9% | $79,464-67.2% | $64,186-59.3% |
| Participation rate | 79.2% | 65.0%+14.1pp | 73.3%+5.8pp | 69.6%+9.6pp |
| Annual return | -6.26% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,463 | $2,821-12.7% | $3,704-33.5% | $3,470-29.0% |
| Admin fee / account holder | $1,836 | $3,839-52.2% | $5,113-64.1% | $4,888-62.4% |