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 | $68,811 | $48,265+42.6% | $68,7910% | $68,494+0.5% |
| Participation rate | 84.8% | 60.7%+24.1pp | 69.0%+15.8pp | 67.9%+16.9pp |
| Annual return | -5.53% | -12.71%+7.2pp | -6.38%+0.8pp | -7.84%+2.3pp |
| Employer contribution / active EE | $1,917 | $1,829+4.8% | $2,655-27.8% | $2,596-26.2% |
| Participant deferral / active EE | $2,525 | $2,867-11.9% | $3,941-35.9% | $4,027-37.3% |
| Admin fee / account holder | $7,402 | $4,355+69.9% | $4,932+50.1% | $5,403+37.0% |