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 | $44,153 | $42,894+2.9% | $60,874-27.5% | $68,494-35.5% |
| Participation rate | 95.7% | 66.8%+28.9pp | 73.1%+22.5pp | 67.9%+27.8pp |
| Annual return | -11.93% | -13.98%+2.1pp | 16.90%-28.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,356 | $2,867-52.7% | $3,817-64.5% | $4,027-66.3% |
| Admin fee / account holder | $784 | $3,101-74.7% | $3,224-75.7% | $5,403-85.5% |