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 | $24,249 | $71,883-66.3% | $86,677-72.0% | $68,494-64.6% |
| Participation rate | 87.9% | 72.2%+15.7pp | 76.6%+11.4pp | 67.9%+20.0pp |
| Annual return | -15.23% | 3.52%-18.8pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,795 | $2,173-17.4% | $2,836-36.7% | $2,596-30.9% |
| Participant deferral / active EE | $2,812 | $3,779-25.6% | $4,656-39.6% | $4,027-30.2% |
| Admin fee / account holder | $1,349 | $6,112-77.9% | $7,493-82.0% | $5,403-75.0% |