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 | $46,169 | $71,883-35.8% | $86,677-46.7% | $68,494-32.6% |
| Participation rate | 93.5% | 72.2%+21.3pp | 76.6%+17.0pp | 67.9%+25.7pp |
| Annual return | -17.33% | 3.52%-20.9pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $739 | $2,173-66.0% | $2,836-73.9% | $2,596-71.5% |
| Participant deferral / active EE | $5,757 | $3,779+52.4% | $4,656+23.7% | $4,027+43.0% |
| Admin fee / account holder | $2,505 | $6,112-59.0% | $7,493-66.6% | $5,403-53.6% |