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 | $63,674 | $77,813-18.2% | $123,544-48.5% | $64,186-0.8% |
| Participation rate | 76.3% | 74.7%+1.6pp | 82.3%-6.0pp | 69.6%+6.7pp |
| Annual return | -7.09% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,821 | $5,240-27.1% | $6,426-40.5% | $3,470+10.1% |
| Admin fee / account holder | $6,782 | $5,519+22.9% | $9,284-26.9% | $4,888+38.8% |