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 | $45,210 | $71,883-37.1% | $86,677-47.8% | $68,494-34.0% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -11.21% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,049 | $2,173-5.7% | $2,836-27.7% | $2,596-21.1% |
| Participant deferral / active EE | $4,410 | $3,779+16.7% | $4,656-5.3% | $4,027+9.5% |
| Admin fee / account holder | $2,942 | $6,112-51.9% | $7,493-60.7% | $5,403-45.5% |