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 | $31,985 | $71,883-55.5% | $86,677-63.1% | $68,494-53.3% |
| Participation rate | 93.5% | 72.2%+21.3pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -18.65% | 3.52%-22.2pp | 35.91%-54.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $944 | $2,173-56.6% | $2,836-66.7% | $2,596-63.7% |
| Participant deferral / active EE | $4,959 | $3,779+31.2% | $4,656+6.5% | $4,027+23.1% |
| Admin fee / account holder | $1,449 | $6,112-76.3% | $7,493-80.7% | $5,403-73.2% |