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 | $23,817 | $71,883-66.9% | $86,677-72.5% | $68,494-65.2% |
| Participation rate | 80.6% | 72.2%+8.4pp | 76.6%+4.1pp | 67.9%+12.8pp |
| Annual return | -14.76% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,997 | $2,173-8.1% | $2,836-29.6% | $2,596-23.1% |
| Participant deferral / active EE | $4,106 | $3,779+8.7% | $4,656-11.8% | $4,027+2.0% |
| Admin fee / account holder | $7,864 | $6,112+28.7% | $7,493+5.0% | $5,403+45.6% |