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 | $57,940 | $69,977-17.2% | $108,579-46.6% | $62,891-7.9% |
| Participation rate | 80.0% | 72.9%+7.1pp | 79.6%+0.4pp | 69.3%+10.7pp |
| Annual return | 11.74% | 10.73%+1.0pp | -51.70%+63.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $2,237 | $2,135+4.8% | $3,758-40.5% | $2,281-1.9% |
| Participant deferral / active EE | $2,419 | $3,165-23.6% | $4,311-43.9% | $3,203-24.5% |
| Admin fee / account holder | $15,017 | $5,076+195.8% | $7,645+96.4% | $4,296+249.6% |