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 | $47,862 | $71,883-33.4% | $86,677-44.8% | $68,494-30.1% |
| Participation rate | 72.4% | 72.2%+0.2pp | 76.6%-4.2pp | 67.9%+4.5pp |
| Annual return | -16.88% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,456 | $2,173-33.0% | $2,836-48.7% | $2,596-43.9% |
| Participant deferral / active EE | $3,591 | $3,779-5.0% | $4,656-22.9% | $4,027-10.8% |
| Admin fee / account holder | $4,115 | $6,112-32.7% | $7,493-45.1% | $5,403-23.8% |