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 | $82,875 | $109,413-24.3% | $156,263-47.0% | $84,808-2.3% |
| Participation rate | 78.9% | 72.7%+6.3pp | 78.9%0pp | 68.3%+10.6pp |
| Annual return | 14.65% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,034 | $2,907-30.0% | $4,333-53.1% | $2,631-22.7% |
| Participant deferral / active EE | $5,759 | $4,590+25.5% | $6,158-6.5% | $4,212+36.7% |
| Admin fee / account holder | $2,416 | $9,357-74.2% | $14,255-83.1% | $7,344-67.1% |