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 | $34,952 | $71,883-51.4% | $86,677-59.7% | $68,494-49.0% |
| Participation rate | 96.9% | 72.2%+24.6pp | 76.6%+20.3pp | 67.9%+29.0pp |
| Annual return | -15.87% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,846 | $2,173-15.0% | $2,836-34.9% | $2,596-28.9% |
| Participant deferral / active EE | $7,305 | $3,779+93.3% | $4,656+56.9% | $4,027+81.4% |
| Admin fee / account holder | $1,528 | $6,112-75.0% | $7,493-79.6% | $5,403-71.7% |