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 | $55,147 | $71,883-23.3% | $86,677-36.4% | $68,494-19.5% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -17.51% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,423 | $2,173+11.5% | $2,836-14.6% | $2,596-6.7% |
| Participant deferral / active EE | $3,611 | $3,779-4.4% | $4,656-22.4% | $4,027-10.3% |
| Admin fee / account holder | $2,440 | $6,112-60.1% | $7,493-67.4% | $5,403-54.8% |