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 | $19,920 | $42,383-53.0% | $76,523-74.0% | $64,186-69.0% |
| Participation rate | 70.5% | 58.1%+12.3pp | 68.0%+2.5pp | 69.6%+0.9pp |
| Annual return | -6.29% | -16.54%+10.2pp | -0.27%-6.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,709 | $2,566+5.6% | $3,835-29.4% | $3,470-21.9% |
| Admin fee / account holder | $374 | $3,198-88.3% | $4,848-92.3% | $4,888-92.4% |