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 | $26,308 | $71,883-63.4% | $86,677-69.6% | $68,494-61.6% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -17.67% | 3.52%-21.2pp | 35.91%-53.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,575 | $2,173-27.5% | $2,836-44.5% | $2,596-39.3% |
| Participant deferral / active EE | $3,681 | $3,779-2.6% | $4,656-20.9% | $4,027-8.6% |
| Admin fee / account holder | $2,218 | $6,112-63.7% | $7,493-70.4% | $5,403-59.0% |