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 | $40,127 | $71,883-44.2% | $86,677-53.7% | $68,494-41.4% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -11.44% | 3.52%-15.0pp | 35.91%-47.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,771 | $2,173-18.5% | $2,836-37.5% | $2,596-31.8% |
| Participant deferral / active EE | $2,612 | $3,779-30.9% | $4,656-43.9% | $4,027-35.1% |
| Admin fee / account holder | $1,265 | $6,112-79.3% | $7,493-83.1% | $5,403-76.6% |