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 | $34,449 | $71,883-52.1% | $86,677-60.3% | $68,494-49.7% |
| Participation rate | 87.3% | 72.2%+15.1pp | 76.6%+10.7pp | 67.9%+19.4pp |
| Annual return | -14.23% | 3.52%-17.8pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,270 | $2,173-41.6% | $2,836-55.2% | $2,596-51.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $8,184 | $6,112+33.9% | $7,493+9.2% | $5,403+51.5% |