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 | $45,010 | $71,883-37.4% | $86,677-48.1% | $68,494-34.3% |
| Participation rate | 84.7% | 72.2%+12.5pp | 76.6%+8.2pp | 67.9%+16.9pp |
| Annual return | -17.78% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,187 | $2,173-45.4% | $2,836-58.2% | $2,596-54.3% |
| Participant deferral / active EE | $3,136 | $3,779-17.0% | $4,656-32.6% | $4,027-22.1% |
| Admin fee / account holder | $901 | $6,112-85.3% | $7,493-88.0% | $5,403-83.3% |