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 | $49,576 | $71,883-31.0% | $86,677-42.8% | $68,494-27.6% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -10.55% | 3.52%-14.1pp | 35.91%-46.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $3,444 | $2,173+58.5% | $2,836+21.4% | $2,596+32.7% |
| Participant deferral / active EE | $5,477 | $3,779+44.9% | $4,656+17.6% | $4,027+36.0% |
| Admin fee / account holder | $6,116 | $6,112+0.1% | $7,493-18.4% | $5,403+13.2% |