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 | $58,044 | $71,883-19.3% | $86,677-33.0% | $68,494-15.3% |
| Participation rate | 72.4% | 72.2%+0.2pp | 76.6%-4.2pp | 67.9%+4.5pp |
| Annual return | -14.89% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,000 | $3,779-20.6% | $4,656-35.6% | $4,027-25.5% |
| Admin fee / account holder | $1,397 | $6,112-77.1% | $7,493-81.4% | $5,403-74.1% |