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 | $25,329 | $49,280-48.6% | $67,313-62.4% | $64,186-60.5% |
| Participation rate | 84.1% | 60.8%+23.3pp | 69.1%+15.0pp | 69.6%+14.6pp |
| Annual return | -3.08% | -1.39%-1.7pp | -4.08%+1.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,675 | $2,484-32.6% | $3,568-53.0% | $3,470-51.7% |
| Admin fee / account holder | $11,918 | $3,863+208.6% | $4,507+164.4% | $4,888+143.8% |