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 | $33,134 | $67,411-50.8% | $91,001-63.6% | $70,131-52.8% |
| Participation rate | 76.7% | 71.4%+5.3pp | 75.6%+1.1pp | 69.5%+7.1pp |
| Annual return | 18.05% | -40.16%+58.2pp | 4.60%+13.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,566 | $1,786-12.3% | $2,456-36.2% | $2,342-33.2% |
| Participant deferral / active EE | $2,546 | $2,823-9.8% | $3,547-28.2% | $3,332-23.6% |
| Admin fee / account holder | $410 | $4,236-90.3% | $5,417-92.4% | $4,645-91.2% |