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 | $104,562 | $84,233+24.1% | $170,442-38.7% | $70,131+49.1% |
| Participation rate | 83.6% | 70.8%+12.8pp | 83.6%0pp | 69.5%+14.1pp |
| Annual return | 14.99% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $3,408 | $3,387+0.6% | $5,433-37.3% | $2,342+45.5% |
| Participant deferral / active EE | $2,841 | $3,086-7.9% | $4,939-42.5% | $3,332-14.7% |
| Admin fee / account holder | $4,352 | $5,698-23.6% | $13,880-68.6% | $4,645-6.3% |