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 | $72,192 | $109,881-34.3% | $150,045-51.9% | $84,808-14.9% |
| Participation rate | 82.4% | 76.1%+6.3pp | 82.3%0pp | 68.3%+14.0pp |
| Annual return | 18.94% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,509 | $3,561-57.6% | $4,693-67.9% | $2,631-42.7% |
| Participant deferral / active EE | $3,716 | $6,636-44.0% | $7,997-53.5% | $4,212-11.8% |
| Admin fee / account holder | $463 | $8,568-94.6% | $13,435-96.6% | $7,344-93.7% |