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 | $105,242 | $81,460+29.2% | $103,333+1.8% | $80,856+30.2% |
| Participation rate | 74.5% | 66.8%+7.6pp | 74.5%0pp | 67.6%+6.8pp |
| Annual return | 12.91% | 25.55%-12.6pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,771 | $3,105-43.0% | $3,868-54.2% | $2,755-35.7% |
| Participant deferral / active EE | $3,794 | $3,869-1.9% | $5,057-25.0% | $4,296-11.7% |
| Admin fee / account holder | $2,739 | $6,566-58.3% | $8,355-67.2% | $6,918-60.4% |