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 | $58,132 | $76,552-24.1% | $123,892-53.1% | $62,891-7.6% |
| Participation rate | 81.4% | 73.0%+8.4pp | 81.4%0pp | 69.3%+12.1pp |
| Annual return | 7.45% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,538 | $2,883-12.0% | $4,617-45.0% | $2,281+11.3% |
| Participant deferral / active EE | $3,173 | $4,840-34.4% | $5,984-47.0% | $3,203-0.9% |
| Admin fee / account holder | $1,040 | $4,826-78.5% | $8,357-87.6% | $4,296-75.8% |