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 7-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 | $30,467 | $59,805-49.1% | $79,550-61.7% | $68,494-55.5% |
| Participation rate | 70.2% | 61.1%+9.1pp | 69.5%+0.7pp | 67.9%+2.3pp |
| Annual return | -18.76% | -12.30%-6.5pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,060 | $3,024+100.4% | $3,985+52.1% | $4,027+50.5% |
| Admin fee / account holder | $1,106 | $4,835-77.1% | $6,832-83.8% | $5,403-79.5% |