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 | $44,923 | $62,586-28.2% | $76,768-41.5% | $64,186-30.0% |
| Participation rate | 96.5% | 72.8%+23.7pp | 77.0%+19.5pp | 69.6%+26.9pp |
| Annual return | -6.39% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,109 | $3,145-32.9% | $3,852-45.2% | $3,470-39.2% |
| Admin fee / account holder | $1,571 | $4,667-66.3% | $6,675-76.5% | $4,888-67.9% |