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 | $11,587 | $48,265-76.0% | $68,791-83.2% | $68,494-83.1% |
| Participation rate | 86.1% | 60.7%+25.4pp | 69.0%+17.1pp | 67.9%+18.2pp |
| Annual return | -14.63% | -12.71%-1.9pp | -6.38%-8.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,542 | $2,867-11.3% | $3,941-35.5% | $4,027-36.9% |
| Admin fee / account holder | $1,170 | $4,355-73.1% | $4,932-76.3% | $5,403-78.3% |