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 | $33,974 | $71,883-52.7% | $86,677-60.8% | $68,494-50.4% |
| Participation rate | 98.1% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | -14.24% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,271 | $2,173+4.5% | $2,836-19.9% | $2,596-12.5% |
| Participant deferral / active EE | $3,536 | $3,779-6.4% | $4,656-24.1% | $4,027-12.2% |
| Admin fee / account holder | $520 | $6,112-91.5% | $7,493-93.1% | $5,403-90.4% |