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 | $40,723 | $48,265-15.6% | $68,791-40.8% | $68,494-40.5% |
| Participation rate | 78.9% | 60.7%+18.3pp | 69.0%+9.9pp | 67.9%+11.1pp |
| Annual return | -15.43% | -12.71%-2.7pp | -6.38%-9.1pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,923 | $2,867-32.9% | $3,941-51.2% | $4,027-52.3% |
| Admin fee / account holder | $3,201 | $4,355-26.5% | $4,932-35.1% | $5,403-40.7% |