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 | $48,540 | $71,883-32.5% | $86,677-44.0% | $68,494-29.1% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.6%+22.1pp | 67.9%+30.8pp |
| Annual return | -14.72% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,368 | $2,173+9.0% | $2,836-16.5% | $2,596-8.8% |
| Participant deferral / active EE | $4,283 | $3,779+13.4% | $4,656-8.0% | $4,027+6.4% |
| Admin fee / account holder | $1,142 | $6,112-81.3% | $7,493-84.8% | $5,403-78.9% |