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 | $47,327 | $57,354-17.5% | $83,848-43.6% | $64,186-26.3% |
| Participation rate | 74.3% | 68.6%+5.7pp | 76.1%-1.9pp | 69.6%+4.7pp |
| Annual return | -6.27% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,565 | $2,545+0.8% | $3,631-29.4% | $2,381+7.7% |
| Participant deferral / active EE | $3,459 | $2,993+15.6% | $4,082-15.2% | $3,470-0.3% |
| Admin fee / account holder | $12,169 | $4,046+200.8% | $5,478+122.1% | $4,888+149.0% |