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 | $54,835 | $71,883-23.7% | $86,677-36.7% | $68,494-19.9% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -14.29% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,645 | $2,173-24.3% | $2,836-42.0% | $2,596-36.6% |
| Participant deferral / active EE | $4,378 | $3,779+15.9% | $4,656-6.0% | $4,027+8.7% |
| Admin fee / account holder | $16,801 | $6,112+174.9% | $7,493+124.2% | $5,403+211.0% |