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 | $41,220 | $71,883-42.7% | $86,677-52.4% | $68,494-39.8% |
| Participation rate | 93.5% | 72.2%+21.2pp | 76.6%+16.9pp | 67.9%+25.6pp |
| Annual return | -13.14% | 3.52%-16.7pp | 35.91%-49.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,058 | $2,173-5.3% | $2,836-27.4% | $2,596-20.7% |
| Participant deferral / active EE | $2,941 | $3,779-22.2% | $4,656-36.8% | $4,027-27.0% |
| Admin fee / account holder | $4,432 | $6,112-27.5% | $7,493-40.9% | $5,403-18.0% |