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 9-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 | $57,963 | $71,883-19.4% | $86,677-33.1% | $68,494-15.4% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | 0.72% | 3.52%-2.8pp | 35.91%-35.2pp | -7.84%+8.6pp |
| Employer contribution / active EE | $2,163 | $2,173-0.5% | $2,836-23.8% | $2,596-16.7% |
| Participant deferral / active EE | $2,888 | $3,779-23.6% | $4,656-38.0% | $4,027-28.3% |
| Admin fee / account holder | $395 | $6,112-93.5% | $7,493-94.7% | $5,403-92.7% |