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 | $44,853 | $71,883-37.6% | $86,677-48.3% | $68,494-34.5% |
| Participation rate | 76.3% | 72.2%+4.1pp | 76.6%-0.3pp | 67.9%+8.4pp |
| Annual return | -18.28% | 3.52%-21.8pp | 35.91%-54.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,098 | $2,173-3.5% | $2,836-26.0% | $2,596-19.2% |
| Participant deferral / active EE | $3,591 | $3,779-5.0% | $4,656-22.9% | $4,027-10.8% |
| Admin fee / account holder | $1,816 | $6,112-70.3% | $7,493-75.8% | $5,403-66.4% |