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 | $28,417 | $82,664-65.6% | $125,339-77.3% | $68,494-58.5% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | 0.78% | -5.97%+6.7pp | 572.05%-571.3pp | -7.84%+8.6pp |
| Employer contribution / active EE | $3,419 | $3,381+1.1% | $4,814-29.0% | $2,596+31.7% |
| Participant deferral / active EE | $6,365 | $6,110+4.2% | $7,446-14.5% | $4,027+58.1% |
| Admin fee / account holder | $7,255 | $6,275+15.6% | $10,010-27.5% | $5,403+34.3% |