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 | $24,354 | $99,032-75.4% | $80,019-69.6% | $135,375-82.0% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -8.56% | 15.39%-24.0pp | 11.22%-19.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,724 | $4,282-36.4% | $3,686-26.1% | $5,609-51.4% |
| Admin fee / account holder | $1,917 | $10,436-81.6% | $6,521-70.6% | $10,827-82.3% |