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 | $42,165 | $71,883-41.3% | $86,677-51.4% | $68,494-38.4% |
| Participation rate | 82.4% | 72.2%+10.1pp | 76.6%+5.8pp | 67.9%+14.5pp |
| Annual return | -17.93% | 3.52%-21.5pp | 35.91%-53.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,245 | $2,173-42.7% | $2,836-56.1% | $2,596-52.0% |
| Participant deferral / active EE | $4,263 | $3,779+12.8% | $4,656-8.4% | $4,027+5.8% |
| Admin fee / account holder | $2,800 | $6,112-54.2% | $7,493-62.6% | $5,403-48.2% |