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 | $39,299 | $61,660-36.3% | $80,019-50.9% | $64,186-38.8% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.8%+22.1pp | 69.6%+28.3pp |
| Annual return | -4.76% | -0.33%-4.4pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,176 | $1,810-35.0% | $2,468-52.4% | $2,381-50.6% |
| Participant deferral / active EE | $1,569 | $2,968-47.1% | $3,686-57.4% | $3,470-54.8% |
| Admin fee / account holder | $1,303 | $5,417-76.0% | $6,521-80.0% | $4,888-73.4% |