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 | $34,077 | $71,883-52.6% | $86,677-60.7% | $68,494-50.2% |
| Participation rate | 89.2% | 72.2%+17.0pp | 76.6%+12.6pp | 67.9%+21.3pp |
| Annual return | -13.49% | 3.52%-17.0pp | 35.91%-49.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,053 | $2,173-51.5% | $2,836-62.9% | $2,596-59.4% |
| Participant deferral / active EE | $3,522 | $3,779-6.8% | $4,656-24.3% | $4,027-12.5% |
| Admin fee / account holder | $1,398 | $6,112-77.1% | $7,493-81.3% | $5,403-74.1% |