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 | $41,637 | $71,883-42.1% | $86,677-52.0% | $68,494-39.2% |
| Participation rate | 77.9% | 72.2%+5.7pp | 76.6%+1.3pp | 67.9%+10.0pp |
| Annual return | -14.54% | 3.52%-18.1pp | 35.91%-50.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,141 | $2,173-47.5% | $2,836-59.8% | $2,596-56.1% |
| Participant deferral / active EE | $2,332 | $3,779-38.3% | $4,656-49.9% | $4,027-42.1% |
| Admin fee / account holder | $3,964 | $6,112-35.1% | $7,493-47.1% | $5,403-26.6% |