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 | $59,470 | $81,900-27.4% | $119,609-50.3% | $68,494-13.2% |
| Participation rate | 78.6% | 71.9%+6.7pp | 79.3%-0.7pp | 67.9%+10.7pp |
| Annual return | 0.34% | -23.82%+24.2pp | -14.97%+15.3pp | -7.84%+8.2pp |
| Employer contribution / active EE | $4,634 | $2,693+72.0% | $4,232+9.5% | $2,596+78.5% |
| Participant deferral / active EE | $1,857 | $4,148-55.2% | $5,602-66.9% | $4,027-53.9% |
| Admin fee / account holder | $49,400 | $6,582+650.6% | $10,323+378.5% | $5,403+814.3% |