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 | $46,069 | $64,348-28.4% | $90,160-48.9% | $70,131-34.3% |
| Participation rate | 76.9% | 70.4%+6.5pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 18.27% | 28.13%-9.9pp | 34.88%-16.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,070 | $2,046-47.7% | $3,318-67.8% | $2,342-54.3% |
| Participant deferral / active EE | $4,557 | $4,389+3.8% | $5,288-13.8% | $3,332+36.8% |
| Admin fee / account holder | $628 | $3,944-84.1% | $5,943-89.4% | $4,645-86.5% |