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 | $54,658 | $110,094-50.4% | $151,611-63.9% | $68,494-20.2% |
| Participation rate | 72.0% | 84.0%-12.0pp | 87.5%-15.5pp | 67.9%+4.1pp |
| Annual return | -15.16% | -10.12%-5.0pp | 3.33%-18.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,430 | $6,527-16.8% | $8,363-35.1% | $4,027+34.8% |
| Admin fee / account holder | $511 | $7,719-93.4% | $11,616-95.6% | $5,403-90.5% |