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 | $91,863 | $90,503+1.5% | $78,689+16.7% | $273,961-66.5% |
| Participation rate | 73.3% | 76.5%-3.2pp | 73.6%-0.2pp | 83.0%-9.7pp |
| Annual return | 2.22% | 75.60%-73.4pp | 62.18%-60.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,840 | $3,901-1.6% | $3,517+9.2% | $5,287-27.4% |
| Admin fee / account holder | $21,933 | $5,263+316.7% | $4,510+386.3% | $10,132+116.5% |