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 | $32,411 | $45,863-29.3% | $77,024-57.9% | $68,494-52.7% |
| Participation rate | 90.6% | 55.9%+34.7pp | 67.9%+22.7pp | 67.9%+22.7pp |
| Annual return | -16.27% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,682 | $1,650+1.9% | $2,812-40.2% | $2,596-35.2% |
| Participant deferral / active EE | $3,193 | $2,962+7.8% | $4,426-27.9% | $4,027-20.7% |
| Admin fee / account holder | $1,550 | $3,041-49.0% | $5,425-71.4% | $5,403-71.3% |