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 | $31,977 | $46,674-31.5% | $117,472-72.8% | $68,494-53.3% |
| Participation rate | 78.8% | 56.8%+22.0pp | 70.6%+8.2pp | 67.9%+10.9pp |
| Annual return | -17.37% | -14.52%-2.9pp | 29.74%-47.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,848 | $2,636+121.9% | $4,070+43.7% | $4,027+45.2% |
| Admin fee / account holder | $2,281 | $4,020-43.3% | $5,645-59.6% | $5,403-57.8% |