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 | $80,591 | $67,606+19.2% | $82,313-2.1% | $70,131+14.9% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 17.22% | 21.57%-4.3pp | 25.88%-8.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $397 | $1,755-77.4% | $2,428-83.6% | $2,342-83.0% |
| Participant deferral / active EE | $3,973 | $2,987+33.0% | $3,706+7.2% | $3,332+19.2% |
| Admin fee / account holder | $11,803 | $4,512+161.6% | $5,608+110.5% | $4,645+154.1% |