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 | $91,343 | $71,883+27.1% | $86,677+5.4% | $68,494+33.4% |
| Participation rate | 76.6% | 72.2%+4.4pp | 76.6%0pp | 67.9%+8.7pp |
| Annual return | -14.75% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,152 | $2,173-47.0% | $2,836-59.4% | $2,596-55.6% |
| Participant deferral / active EE | $5,805 | $3,779+53.6% | $4,656+24.7% | $4,027+44.2% |
| Admin fee / account holder | $14,028 | $6,112+129.5% | $7,493+87.2% | $5,403+159.7% |