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 | $56,468 | $71,883-21.4% | $86,677-34.9% | $68,494-17.6% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -17.34% | 3.52%-20.9pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,296 | $2,173-40.3% | $2,836-54.3% | $2,596-50.1% |
| Participant deferral / active EE | $4,423 | $3,779+17.1% | $4,656-5.0% | $4,027+9.8% |
| Admin fee / account holder | $1,432 | $6,112-76.6% | $7,493-80.9% | $5,403-73.5% |