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 | $57,426 | $78,422-26.8% | $95,952-40.2% | $79,858-28.1% |
| Participation rate | 77.1% | 73.5%+3.6pp | 77.1%0pp | 69.6%+7.5pp |
| Annual return | 15.95% | 19.37%-3.4pp | 91.61%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,696 | $1,945-12.8% | $2,541-33.2% | $2,471-31.4% |
| Participant deferral / active EE | $3,517 | $3,440+2.3% | $4,167-15.6% | $3,740-6.0% |
| Admin fee / account holder | $6,278 | $5,622+11.7% | $6,795-7.6% | $5,306+18.3% |