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 | $43,546 | $71,883-39.4% | $86,677-49.8% | $68,494-36.4% |
| Participation rate | 87.8% | 72.2%+15.5pp | 76.6%+11.2pp | 67.9%+19.9pp |
| Annual return | -14.90% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $998 | $2,173-54.1% | $2,836-64.8% | $2,596-61.6% |
| Participant deferral / active EE | $5,577 | $3,779+47.6% | $4,656+19.8% | $4,027+38.5% |
| Admin fee / account holder | $8,029 | $6,112+31.4% | $7,493+7.1% | $5,403+48.6% |