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 | $66,595 | $45,863+45.2% | $77,024-13.5% | $68,494-2.8% |
| Participation rate | 82.0% | 55.9%+26.1pp | 67.9%+14.1pp | 67.9%+14.1pp |
| Annual return | -15.19% | 1.72%-16.9pp | 42.32%-57.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,499 | $2,962-49.4% | $4,426-66.1% | $4,027-62.8% |
| Admin fee / account holder | $5,256 | $3,041+72.9% | $5,425-3.1% | $5,403-2.7% |