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 | $38,276 | $71,883-46.8% | $86,677-55.8% | $68,494-44.1% |
| Participation rate | 81.2% | 72.2%+8.9pp | 76.6%+4.6pp | 67.9%+13.3pp |
| Annual return | -18.17% | 3.52%-21.7pp | 35.91%-54.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,629 | $2,173-25.0% | $2,836-42.6% | $2,596-37.3% |
| Participant deferral / active EE | $2,776 | $3,779-26.5% | $4,656-40.4% | $4,027-31.1% |
| Admin fee / account holder | $967 | $6,112-84.2% | $7,493-87.1% | $5,403-82.1% |