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 | $47,888 | $71,883-33.4% | $86,677-44.8% | $68,494-30.1% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -16.80% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,089 | $2,173-3.8% | $2,836-26.3% | $2,596-19.5% |
| Participant deferral / active EE | $4,453 | $3,779+17.8% | $4,656-4.4% | $4,027+10.6% |
| Admin fee / account holder | $2,784 | $6,112-54.5% | $7,493-62.9% | $5,403-48.5% |