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 | $44,636 | $71,883-37.9% | $86,677-48.5% | $68,494-34.8% |
| Participation rate | 85.0% | 72.2%+12.8pp | 76.6%+8.4pp | 67.9%+17.1pp |
| Annual return | -14.79% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,527 | $2,173-29.7% | $2,836-46.2% | $2,596-41.2% |
| Participant deferral / active EE | $3,135 | $3,779-17.0% | $4,656-32.7% | $4,027-22.2% |
| Admin fee / account holder | $949 | $6,112-84.5% | $7,493-87.3% | $5,403-82.4% |