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 | $49,015 | $71,883-31.8% | $86,677-43.5% | $68,494-28.4% |
| Participation rate | 82.8% | 72.2%+10.5pp | 76.6%+6.2pp | 67.9%+14.9pp |
| Annual return | -17.79% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,248 | $2,173+3.5% | $2,836-20.7% | $2,596-13.4% |
| Participant deferral / active EE | $4,640 | $3,779+22.8% | $4,656-0.3% | $4,027+15.2% |
| Admin fee / account holder | $3,838 | $6,112-37.2% | $7,493-48.8% | $5,403-29.0% |