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 | $20,376 | $45,863-55.6% | $77,024-73.5% | $68,494-70.3% |
| Participation rate | 90.3% | 55.9%+34.4pp | 67.9%+22.4pp | 67.9%+22.4pp |
| Annual return | -15.52% | 1.72%-17.2pp | 42.32%-57.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,654 | $2,962-44.2% | $4,426-62.6% | $4,027-58.9% |
| Admin fee / account holder | $308 | $3,041-89.9% | $5,425-94.3% | $5,403-94.3% |