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 | $38,857 | $71,883-45.9% | $86,677-55.2% | $68,494-43.3% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -14.02% | 3.52%-17.5pp | 35.91%-49.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,231 | $2,173+2.7% | $2,836-21.3% | $2,596-14.1% |
| Participant deferral / active EE | $3,766 | $3,779-0.3% | $4,656-19.1% | $4,027-6.5% |
| Admin fee / account holder | $1,937 | $6,112-68.3% | $7,493-74.2% | $5,403-64.2% |