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 | $49,272 | $71,883-31.5% | $86,677-43.2% | $68,494-28.1% |
| Participation rate | 89.9% | 72.2%+17.6pp | 76.6%+13.3pp | 67.9%+22.0pp |
| Annual return | -15.76% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,896 | $2,173-12.7% | $2,836-33.1% | $2,596-27.0% |
| Participant deferral / active EE | $3,474 | $3,779-8.0% | $4,656-25.4% | $4,027-13.7% |
| Admin fee / account holder | $1,840 | $6,112-69.9% | $7,493-75.4% | $5,403-65.9% |