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 | $32,466 | $107,791-69.9% | $90,645-64.2% | $135,375-76.0% |
| Participation rate | 94.7% | 78.0%+16.7pp | 74.0%+20.7pp | 82.6%+12.1pp |
| Annual return | -6.14% | -0.90%-5.2pp | 1.88%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,396 | $3,872-12.3% | $3,425-0.8% | $5,609-39.5% |
| Admin fee / account holder | $1,026 | $5,930-82.7% | $4,994-79.5% | $10,827-90.5% |