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 | $19,517 | $42,894-54.5% | $60,874-67.9% | $68,494-71.5% |
| Participation rate | 71.8% | 66.8%+5.0pp | 73.1%-1.3pp | 67.9%+3.9pp |
| Annual return | -12.59% | -13.98%+1.4pp | 16.90%-29.5pp | -7.84%-4.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,390 | $2,867-51.5% | $3,817-63.6% | $4,027-65.5% |
| Admin fee / account holder | $3,200 | $3,101+3.2% | $3,224-0.8% | $5,403-40.8% |