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 | $41,906 | $57,354-26.9% | $83,848-50.0% | $64,186-34.7% |
| Participation rate | 77.6% | 68.6%+9.0pp | 76.1%+1.4pp | 69.6%+8.0pp |
| Annual return | -6.08% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,795 | $2,545-29.5% | $3,631-50.6% | $2,381-24.6% |
| Participant deferral / active EE | $2,419 | $2,993-19.2% | $4,082-40.7% | $3,470-30.3% |
| Admin fee / account holder | $2,441 | $4,046-39.7% | $5,478-55.4% | $4,888-50.1% |