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 | $44,541 | $71,883-38.0% | $86,677-48.6% | $68,494-35.0% |
| Participation rate | 79.4% | 72.2%+7.2pp | 76.6%+2.8pp | 67.9%+11.5pp |
| Annual return | -5.87% | 3.52%-9.4pp | 35.91%-41.8pp | -7.84%+2.0pp |
| Employer contribution / active EE | $1,935 | $2,173-10.9% | $2,836-31.8% | $2,596-25.5% |
| Participant deferral / active EE | $2,800 | $3,779-25.9% | $4,656-39.9% | $4,027-30.5% |
| Admin fee / account holder | $3,371 | $6,112-44.8% | $7,493-55.0% | $5,403-37.6% |