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 | $40,661 | $71,883-43.4% | $86,677-53.1% | $68,494-40.6% |
| Participation rate | 70.2% | 72.2%-2.0pp | 76.6%-6.4pp | 67.9%+2.3pp |
| Annual return | -17.70% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,042 | $2,173-52.0% | $2,836-63.3% | $2,596-59.9% |
| Participant deferral / active EE | $2,093 | $3,779-44.6% | $4,656-55.0% | $4,027-48.0% |
| Admin fee / account holder | $2,173 | $6,112-64.4% | $7,493-71.0% | $5,403-59.8% |