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 | $37,554 | $71,883-47.8% | $86,677-56.7% | $68,494-45.2% |
| Participation rate | 73.1% | 72.2%+0.8pp | 76.6%-3.5pp | 67.9%+5.2pp |
| Annual return | -14.68% | 3.52%-18.2pp | 35.91%-50.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,368 | $2,173+9.0% | $2,836-16.5% | $2,596-8.8% |
| Participant deferral / active EE | $2,859 | $3,779-24.3% | $4,656-38.6% | $4,027-29.0% |
| Admin fee / account holder | $4,166 | $6,112-31.8% | $7,493-44.4% | $5,403-22.9% |