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 | $45,596 | $71,883-36.6% | $86,677-47.4% | $68,494-33.4% |
| Participation rate | 79.3% | 72.2%+7.1pp | 76.6%+2.7pp | 67.9%+11.4pp |
| Annual return | -16.22% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,556 | $2,173-28.4% | $2,836-45.1% | $2,596-40.1% |
| Participant deferral / active EE | $3,907 | $3,779+3.4% | $4,656-16.1% | $4,027-3.0% |
| Admin fee / account holder | $1,800 | $6,112-70.6% | $7,493-76.0% | $5,403-66.7% |