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 | $57,882 | $71,883-19.5% | $86,677-33.2% | $68,494-15.5% |
| Participation rate | 94.7% | 72.2%+22.5pp | 76.6%+18.2pp | 67.9%+26.8pp |
| Annual return | -15.92% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $742 | $2,173-65.9% | $2,836-73.8% | $2,596-71.4% |
| Participant deferral / active EE | $3,708 | $3,779-1.9% | $4,656-20.3% | $4,027-7.9% |
| Admin fee / account holder | $1,236 | $6,112-79.8% | $7,493-83.5% | $5,403-77.1% |