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 | $46,816 | $71,883-34.9% | $86,677-46.0% | $68,494-31.6% |
| Participation rate | 77.9% | 72.2%+5.7pp | 76.6%+1.3pp | 67.9%+10.0pp |
| Annual return | -18.57% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,138 | $2,173-1.6% | $2,836-24.6% | $2,596-17.7% |
| Participant deferral / active EE | $3,322 | $3,779-12.1% | $4,656-28.6% | $4,027-17.5% |
| Admin fee / account holder | $1,215 | $6,112-80.1% | $7,493-83.8% | $5,403-77.5% |