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 | $48,289 | $56,357-14.3% | $104,294-53.7% | $68,494-29.5% |
| Participation rate | 88.7% | 63.3%+25.5pp | 73.3%+15.5pp | 67.9%+20.8pp |
| Annual return | -18.95% | -9.19%-9.8pp | 24.61%-43.6pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,486 | $3,077-19.2% | $4,625-46.2% | $4,027-38.3% |
| Admin fee / account holder | $13,994 | $4,903+185.4% | $7,339+90.7% | $5,403+159.0% |