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 | $32,671 | $77,813-58.0% | $123,544-73.6% | $64,186-49.1% |
| Participation rate | 82.8% | 74.7%+8.0pp | 82.3%+0.5pp | 69.6%+13.2pp |
| Annual return | 0.72% | 12.48%-11.8pp | 119.20%-118.5pp | 7.63%-6.9pp |
| Employer contribution / active EE | $3,125 | $3,014+3.7% | $4,628-32.5% | $2,381+31.3% |
| Participant deferral / active EE | $5,919 | $5,240+13.0% | $6,426-7.9% | $3,470+70.6% |
| Admin fee / account holder | $834 | $5,519-84.9% | $9,284-91.0% | $4,888-82.9% |