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 | $43,944 | $58,577-25.0% | $83,333-47.3% | $64,186-31.5% |
| Participation rate | 83.7% | 72.0%+11.7pp | 77.8%+6.0pp | 69.6%+14.2pp |
| Annual return | -6.96% | 9.65%-16.6pp | 10.63%-17.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,159 | $4,654-32.1% | $5,565-43.2% | $3,470-9.0% |
| Admin fee / account holder | $1,728 | $9,275-81.4% | $7,510-77.0% | $4,888-64.7% |