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 | $57,194 | $67,411-15.2% | $91,001-37.1% | $70,131-18.4% |
| Participation rate | 70.2% | 71.4%-1.2pp | 75.6%-5.4pp | 69.5%+0.7pp |
| Annual return | 16.13% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,339 | $1,786-25.0% | $2,456-45.5% | $2,342-42.8% |
| Participant deferral / active EE | $3,735 | $2,823+32.3% | $3,547+5.3% | $3,332+12.1% |
| Admin fee / account holder | $863 | $4,236-79.6% | $5,417-84.1% | $4,645-81.4% |