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 | $34,845 | $71,883-51.5% | $86,677-59.8% | $68,494-49.1% |
| Participation rate | 79.2% | 72.2%+6.9pp | 76.6%+2.6pp | 67.9%+11.3pp |
| Annual return | -17.49% | 3.52%-21.0pp | 35.91%-53.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,063 | $2,173-51.1% | $2,836-62.5% | $2,596-59.0% |
| Participant deferral / active EE | $2,868 | $3,779-24.1% | $4,656-38.4% | $4,027-28.8% |
| Admin fee / account holder | $5,030 | $6,112-17.7% | $7,493-32.9% | $5,403-6.9% |