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 | $59,165 | $81,900-27.8% | $119,609-50.5% | $68,494-13.6% |
| Participation rate | 82.9% | 71.9%+11.0pp | 79.3%+3.7pp | 67.9%+15.0pp |
| Annual return | -16.24% | -23.82%+7.6pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,809 | $4,148+16.0% | $5,602-14.1% | $4,027+19.4% |
| Admin fee / account holder | $1,165 | $6,582-82.3% | $10,323-88.7% | $5,403-78.4% |