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 | $32,977 | $71,883-54.1% | $86,677-62.0% | $68,494-51.9% |
| Participation rate | 90.7% | 72.2%+18.5pp | 76.6%+14.1pp | 67.9%+22.8pp |
| Annual return | -14.43% | 3.52%-18.0pp | 35.91%-50.3pp | -7.84%-6.6pp |
| Employer contribution / active EE | $698 | $2,173-67.9% | $2,836-75.4% | $2,596-73.1% |
| Participant deferral / active EE | $3,868 | $3,779+2.4% | $4,656-16.9% | $4,027-3.9% |
| Admin fee / account holder | $24,631 | $6,112+303.0% | $7,493+228.7% | $5,403+355.9% |