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 | $33,339 | $59,805-44.3% | $79,550-58.1% | $68,494-51.3% |
| Participation rate | 82.9% | 61.1%+21.8pp | 69.5%+13.4pp | 67.9%+15.0pp |
| Annual return | -9.04% | -12.30%+3.3pp | 0.16%-9.2pp | -7.84%-1.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,202 | $3,024+5.9% | $3,985-19.7% | $4,027-20.5% |
| Admin fee / account holder | $942 | $4,835-80.5% | $6,832-86.2% | $5,403-82.6% |