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 | $59,390 | $71,883-17.4% | $86,677-31.5% | $68,494-13.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.86% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $751 | $2,173-65.4% | $2,836-73.5% | $2,596-71.1% |
| Participant deferral / active EE | $3,163 | $3,779-16.3% | $4,656-32.1% | $4,027-21.5% |
| Admin fee / account holder | $1,281 | $6,112-79.0% | $7,493-82.9% | $5,403-76.3% |