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 | $49,502 | $71,883-31.1% | $86,677-42.9% | $68,494-27.7% |
| Participation rate | 75.9% | 72.2%+3.6pp | 76.6%-0.7pp | 67.9%+8.0pp |
| Annual return | -12.32% | 3.52%-15.8pp | 35.91%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,164 | $2,173-0.4% | $2,836-23.7% | $2,596-16.6% |
| Participant deferral / active EE | $4,054 | $3,779+7.3% | $4,656-12.9% | $4,027+0.7% |
| Admin fee / account holder | $2,913 | $6,112-52.3% | $7,493-61.1% | $5,403-46.1% |