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 | $98,659 | $58,577+68.4% | $83,333+18.4% | $64,186+53.7% |
| Participation rate | 77.8% | 72.0%+5.7pp | 77.8%0pp | 69.6%+8.2pp |
| Annual return | -5.13% | 9.65%-14.8pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,197 | $2,098+4.7% | $3,379-35.0% | $2,381-7.7% |
| Participant deferral / active EE | $8,778 | $4,654+88.6% | $5,565+57.7% | $3,470+153.0% |
| Admin fee / account holder | $3,807 | $9,275-59.0% | $7,510-49.3% | $4,888-22.1% |