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 | $34,949 | $71,883-51.4% | $86,677-59.7% | $68,494-49.0% |
| Participation rate | 76.1% | 72.2%+3.8pp | 76.6%-0.5pp | 67.9%+8.2pp |
| Annual return | -17.93% | 3.52%-21.5pp | 35.91%-53.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,050 | $2,173-51.7% | $2,836-63.0% | $2,596-59.6% |
| Participant deferral / active EE | $2,841 | $3,779-24.8% | $4,656-39.0% | $4,027-29.5% |
| Admin fee / account holder | $1,972 | $6,112-67.7% | $7,493-73.7% | $5,403-63.5% |