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 | $52,976 | $67,411-21.4% | $91,001-41.8% | $70,131-24.5% |
| Participation rate | 73.7% | 71.4%+2.3pp | 75.6%-1.9pp | 69.5%+4.1pp |
| Annual return | 14.08% | -40.16%+54.2pp | 4.60%+9.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,388 | $1,786-22.3% | $2,456-43.5% | $2,342-40.7% |
| Participant deferral / active EE | $2,940 | $2,823+4.2% | $3,547-17.1% | $3,332-11.8% |
| Admin fee / account holder | $4,125 | $4,236-2.6% | $5,417-23.8% | $4,645-11.2% |