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 | $57,340 | $71,883-20.2% | $86,677-33.8% | $68,494-16.3% |
| Participation rate | 98.2% | 72.2%+26.0pp | 76.6%+21.6pp | 67.9%+30.3pp |
| Annual return | -17.89% | 3.52%-21.4pp | 35.91%-53.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,979 | $2,173-8.9% | $2,836-30.2% | $2,596-23.8% |
| Participant deferral / active EE | $3,881 | $3,779+2.7% | $4,656-16.6% | $4,027-3.6% |
| Admin fee / account holder | $836 | $6,112-86.3% | $7,493-88.8% | $5,403-84.5% |