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 | $97,815 | $67,411+45.1% | $91,001+7.5% | $70,131+39.5% |
| Participation rate | 81.4% | 71.4%+10.0pp | 75.6%+5.8pp | 69.5%+11.8pp |
| Annual return | 16.29% | -40.16%+56.4pp | 4.60%+11.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,106 | $2,823+80.9% | $3,547+43.9% | $3,332+53.2% |
| Admin fee / account holder | $1,286 | $4,236-69.6% | $5,417-76.3% | $4,645-72.3% |