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 | $30,295 | $71,883-57.9% | $86,677-65.0% | $68,494-55.8% |
| Participation rate | 80.5% | 72.2%+8.2pp | 76.6%+3.9pp | 67.9%+12.6pp |
| Annual return | -14.73% | 3.52%-18.3pp | 35.91%-50.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,039 | $2,173-52.2% | $2,836-63.4% | $2,596-60.0% |
| Participant deferral / active EE | $3,030 | $3,779-19.8% | $4,656-34.9% | $4,027-24.8% |
| Admin fee / account holder | $5,843 | $6,112-4.4% | $7,493-22.0% | $5,403+8.1% |