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 | $44,592 | $71,883-38.0% | $86,677-48.6% | $68,494-34.9% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -17.29% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,851 | $2,173-14.8% | $2,836-34.7% | $2,596-28.7% |
| Participant deferral / active EE | $3,288 | $3,779-13.0% | $4,656-29.4% | $4,027-18.3% |
| Admin fee / account holder | $2,638 | $6,112-56.8% | $7,493-64.8% | $5,403-51.2% |