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 | $63,676 | $140,588-54.7% | $123,104-48.3% | $125,391-49.2% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | 0.30% | 16.80%-16.5pp | 13.22%-12.9pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,938 | $6,041-67.9% | $5,151-62.4% | $4,866-60.2% |
| Participant deferral / active EE | $7,496 | $6,980+7.4% | $6,230+20.3% | $5,352+40.1% |
| Admin fee / account holder | $2,392 | $11,198-78.6% | $9,015-73.5% | $9,540-74.9% |