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 | $32,583 | $48,265-32.5% | $68,791-52.6% | $68,494-52.4% |
| Participation rate | 90.3% | 60.7%+29.6pp | 69.0%+21.3pp | 67.9%+22.4pp |
| Annual return | -19.01% | -12.71%-6.3pp | -6.38%-12.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,131 | $2,867+113.9% | $3,941+55.6% | $4,027+52.2% |
| Admin fee / account holder | $1,055 | $4,355-75.8% | $4,932-78.6% | $5,403-80.5% |