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 | $56,253 | $73,867-23.8% | $143,757-60.9% | $68,494-17.9% |
| Participation rate | 71.1% | 66.7%+4.4pp | 80.3%-9.3pp | 67.9%+3.2pp |
| Annual return | -16.21% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,420 | $3,384+30.6% | $5,637-21.6% | $4,027+9.7% |
| Admin fee / account holder | $1,287 | $5,755-77.6% | $14,673-91.2% | $5,403-76.2% |