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 | $42,308 | $71,883-41.1% | $86,677-51.2% | $68,494-38.2% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | -18.69% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,912 | $2,173-12.0% | $2,836-32.6% | $2,596-26.4% |
| Participant deferral / active EE | $3,307 | $3,779-12.5% | $4,656-29.0% | $4,027-17.9% |
| Admin fee / account holder | $481 | $6,112-92.1% | $7,493-93.6% | $5,403-91.1% |