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 | $47,948 | $71,883-33.3% | $86,677-44.7% | $68,494-30.0% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.8pp | 67.9%+25.4pp |
| Annual return | -13.60% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $797 | $2,173-63.3% | $2,836-71.9% | $2,596-69.3% |
| Participant deferral / active EE | $5,624 | $3,779+48.8% | $4,656+20.8% | $4,027+39.6% |
| Admin fee / account holder | $4,682 | $6,112-23.4% | $7,493-37.5% | $5,403-13.3% |