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 | $60,462 | $71,883-15.9% | $86,677-30.2% | $68,494-11.7% |
| Participation rate | 76.5% | 72.2%+4.2pp | 76.6%-0.1pp | 67.9%+8.6pp |
| Annual return | -8.95% | 3.52%-12.5pp | 35.91%-44.9pp | -7.84%-1.1pp |
| Employer contribution / active EE | $2,220 | $2,173+2.2% | $2,836-21.7% | $2,596-14.5% |
| Participant deferral / active EE | $3,751 | $3,779-0.7% | $4,656-19.4% | $4,027-6.9% |
| Admin fee / account holder | $4,911 | $6,112-19.7% | $7,493-34.5% | $5,403-9.1% |