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 | $19,758 | $45,863-56.9% | $77,024-74.3% | $68,494-71.2% |
| Participation rate | 85.0% | 55.9%+29.1pp | 67.9%+17.1pp | 67.9%+17.1pp |
| Annual return | -14.65% | 1.72%-16.4pp | 42.32%-57.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,958 | $2,962-33.9% | $4,426-55.8% | $4,027-51.4% |
| Admin fee / account holder | $2,336 | $3,041-23.2% | $5,425-56.9% | $5,403-56.8% |