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 | $42,561 | $71,883-40.8% | $86,677-50.9% | $68,494-37.9% |
| Participation rate | 91.1% | 72.2%+18.9pp | 76.6%+14.5pp | 67.9%+23.2pp |
| Annual return | -17.51% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,523 | $2,173-29.9% | $2,836-46.3% | $2,596-41.3% |
| Participant deferral / active EE | $2,666 | $3,779-29.4% | $4,656-42.7% | $4,027-33.8% |
| Admin fee / account holder | $1,018 | $6,112-83.3% | $7,493-86.4% | $5,403-81.2% |