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 | $59,322 | $67,411-12.0% | $91,001-34.8% | $70,131-15.4% |
| Participation rate | 75.9% | 71.4%+4.5pp | 75.6%+0.3pp | 69.5%+6.3pp |
| Annual return | 14.47% | -40.16%+54.6pp | 4.60%+9.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $486 | $1,786-72.8% | $2,456-80.2% | $2,342-79.2% |
| Participant deferral / active EE | $2,787 | $2,823-1.2% | $3,547-21.4% | $3,332-16.3% |
| Admin fee / account holder | $1,024 | $4,236-75.8% | $5,417-81.1% | $4,645-77.9% |