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 | $30,288 | $50,958-40.6% | $74,550-59.4% | $64,186-52.8% |
| Participation rate | 81.6% | 61.1%+20.5pp | 69.1%+12.4pp | 69.6%+12.0pp |
| Annual return | -7.33% | -1.86%-5.5pp | 32.53%-39.9pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,886 | $2,301+25.4% | $3,108-7.1% | $3,470-16.8% |
| Admin fee / account holder | $813 | $4,223-80.8% | $5,060-83.9% | $4,888-83.4% |