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 | $45,079 | $71,883-37.3% | $86,677-48.0% | $68,494-34.2% |
| Participation rate | 83.7% | 72.2%+11.5pp | 76.6%+7.1pp | 67.9%+15.8pp |
| Annual return | -14.33% | 3.52%-17.9pp | 35.91%-50.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $956 | $2,173-56.0% | $2,836-66.3% | $2,596-63.2% |
| Participant deferral / active EE | $4,392 | $3,779+16.2% | $4,656-5.7% | $4,027+9.1% |
| Admin fee / account holder | $5,506 | $6,112-9.9% | $7,493-26.5% | $5,403+1.9% |