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 | $67,871 | $67,411+0.7% | $91,001-25.4% | $70,131-3.2% |
| Participation rate | 76.8% | 71.4%+5.4pp | 75.6%+1.2pp | 69.5%+7.2pp |
| Annual return | 21.22% | -40.16%+61.4pp | 4.60%+16.6pp | 73.14%-51.9pp |
| Employer contribution / active EE | $415 | $1,786-76.8% | $2,456-83.1% | $2,342-82.3% |
| Participant deferral / active EE | $5,132 | $2,823+81.8% | $3,547+44.7% | $3,332+54.0% |
| Admin fee / account holder | $11,266 | $4,236+165.9% | $5,417+108.0% | $4,645+142.5% |