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 | $69,512 | $67,411+3.1% | $91,001-23.6% | $70,131-0.9% |
| Participation rate | 94.4% | 71.4%+23.1pp | 75.6%+18.8pp | 69.5%+24.9pp |
| Annual return | 15.35% | -40.16%+55.5pp | 4.60%+10.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $3,192 | $1,786+78.7% | $2,456+30.0% | $2,342+36.3% |
| Participant deferral / active EE | $3,038 | $2,823+7.6% | $3,547-14.4% | $3,332-8.8% |
| Admin fee / account holder | $2,876 | $4,236-32.1% | $5,417-46.9% | $4,645-38.1% |