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 | $43,613 | $73,867-41.0% | $143,757-69.7% | $68,494-36.3% |
| Participation rate | 86.4% | 66.7%+19.7pp | 80.3%+6.1pp | 67.9%+18.5pp |
| Annual return | -19.07% | 1.01%-20.1pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,923 | $3,184-39.6% | $4,951-61.2% | $2,596-25.9% |
| Participant deferral / active EE | $3,767 | $3,384+11.3% | $5,637-33.2% | $4,027-6.5% |
| Admin fee / account holder | $4,097 | $5,755-28.8% | $14,673-72.1% | $5,403-24.2% |