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 | $30,340 | $71,883-57.8% | $86,677-65.0% | $68,494-55.7% |
| Participation rate | 70.6% | 72.2%-1.6pp | 76.6%-6.0pp | 67.9%+2.7pp |
| Annual return | -17.59% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,636 | $2,173-24.7% | $2,836-42.3% | $2,596-37.0% |
| Participant deferral / active EE | $1,844 | $3,779-51.2% | $4,656-60.4% | $4,027-54.2% |
| Admin fee / account holder | $5,026 | $6,112-17.8% | $7,493-32.9% | $5,403-7.0% |