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 | $36,372 | $61,660-41.0% | $80,019-54.5% | $64,186-43.3% |
| Participation rate | 77.4% | 71.7%+5.7pp | 75.8%+1.6pp | 69.6%+7.9pp |
| Annual return | -5.28% | -0.33%-4.9pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,489 | $1,810-17.7% | $2,468-39.6% | $2,381-37.4% |
| Participant deferral / active EE | $2,289 | $2,968-22.9% | $3,686-37.9% | $3,470-34.0% |
| Admin fee / account holder | $820 | $5,417-84.9% | $6,521-87.4% | $4,888-83.2% |