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 | $43,907 | $59,805-26.6% | $79,550-44.8% | $68,494-35.9% |
| Participation rate | 82.4% | 61.1%+21.3pp | 69.5%+12.9pp | 67.9%+14.5pp |
| Annual return | -17.96% | -12.30%-5.7pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,154 | $3,024+70.4% | $3,985+29.3% | $4,027+28.0% |
| Admin fee / account holder | $4,954 | $4,835+2.5% | $6,832-27.5% | $5,403-8.3% |