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 | $33,739 | $71,883-53.1% | $86,677-61.1% | $68,494-50.7% |
| Participation rate | 88.9% | 72.2%+16.7pp | 76.6%+12.3pp | 67.9%+21.0pp |
| Annual return | -15.94% | 3.52%-19.5pp | 35.91%-51.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,147 | $2,173-47.2% | $2,836-59.6% | $2,596-55.8% |
| Participant deferral / active EE | $2,432 | $3,779-35.6% | $4,656-47.8% | $4,027-39.6% |
| Admin fee / account holder | $3,669 | $6,112-40.0% | $7,493-51.0% | $5,403-32.1% |