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 | $96,052 | $109,413-12.2% | $156,263-38.5% | $84,808+13.3% |
| Participation rate | 78.9% | 72.7%+6.2pp | 78.9%0pp | 68.3%+10.6pp |
| Annual return | 14.28% | 20.18%-5.9pp | 59.47%-45.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,232 | $2,907-57.6% | $4,333-71.6% | $2,631-53.2% |
| Participant deferral / active EE | $4,543 | $4,590-1.0% | $6,158-26.2% | $4,212+7.9% |
| Admin fee / account holder | $1,123 | $9,357-88.0% | $14,255-92.1% | $7,344-84.7% |