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 | $63,340 | $211,958-70.1% | $169,463-62.6% | $135,375-53.2% |
| Participation rate | 93.8% | 82.6%+11.1pp | 77.8%+16.0pp | 82.6%+11.1pp |
| Annual return | -5.21% | 3.26%-8.5pp | 1.83%-7.0pp | 519.73%-524.9pp |
| Employer contribution / active EE | $3,767 | $5,120-26.4% | $4,159-9.4% | $4,779-21.2% |
| Participant deferral / active EE | $7,447 | $6,075+22.6% | $5,277+41.1% | $5,609+32.8% |
| Admin fee / account holder | $10,825 | $11,471-5.6% | $9,109+18.8% | $10,8270% |