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 | $116,614 | $67,411+73.0% | $91,001+28.1% | $70,131+66.3% |
| Participation rate | 70.3% | 71.4%-1.1pp | 75.6%-5.3pp | 69.5%+0.7pp |
| Annual return | 14.24% | -40.16%+54.4pp | 4.60%+9.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $649 | $1,786-63.7% | $2,456-73.6% | $2,342-72.3% |
| Participant deferral / active EE | $2,147 | $2,823-24.0% | $3,547-39.5% | $3,332-35.6% |
| Admin fee / account holder | $10,881 | $4,236+156.9% | $5,417+100.9% | $4,645+134.2% |