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 | $46,297 | $59,805-22.6% | $79,550-41.8% | $68,494-32.4% |
| Participation rate | 77.5% | 61.1%+16.4pp | 69.5%+8.0pp | 67.9%+9.6pp |
| Annual return | -13.70% | -12.30%-1.4pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,452 | $3,024+14.1% | $3,985-13.4% | $4,027-14.3% |
| Admin fee / account holder | $3,787 | $4,835-21.7% | $6,832-44.6% | $5,403-29.9% |