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 | $28,949 | $71,883-59.7% | $86,677-66.6% | $68,494-57.7% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -12.44% | 3.52%-16.0pp | 35.91%-48.3pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,171 | $2,173-0.1% | $2,836-23.4% | $2,596-16.4% |
| Participant deferral / active EE | $3,087 | $3,779-18.3% | $4,656-33.7% | $4,027-23.4% |
| Admin fee / account holder | $2,140 | $6,112-65.0% | $7,493-71.4% | $5,403-60.4% |