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 | $29,882 | $71,883-58.4% | $86,677-65.5% | $68,494-56.4% |
| Participation rate | 84.8% | 72.2%+12.6pp | 76.6%+8.3pp | 67.9%+17.0pp |
| Annual return | -17.16% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,134 | $2,173-1.8% | $2,836-24.8% | $2,596-17.8% |
| Participant deferral / active EE | $4,707 | $3,779+24.6% | $4,656+1.1% | $4,027+16.9% |
| Admin fee / account holder | $2,644 | $6,112-56.7% | $7,493-64.7% | $5,403-51.1% |