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 | $52,513 | $67,411-22.1% | $91,001-42.3% | $70,131-25.1% |
| Participation rate | 76.2% | 71.4%+4.8pp | 75.6%+0.6pp | 69.5%+6.6pp |
| Annual return | 20.10% | -40.16%+60.3pp | 4.60%+15.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,960 | $2,823+111.1% | $3,547+68.0% | $3,332+78.9% |
| Admin fee / account holder | $302 | $4,236-92.9% | $5,417-94.4% | $4,645-93.5% |