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 | $89,532 | $86,699+3.3% | $73,307+22.1% | $125,391-28.6% |
| Participation rate | 78.6% | 78.6%0pp | 74.9%+3.7pp | 83.2%-4.6pp |
| Annual return | 0.84% | 2.78%-1.9pp | 5.67%-4.8pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,909 | $5,550+42.5% | $4,991+58.5% | $5,352+47.8% |
| Admin fee / account holder | $2,184 | $7,771-71.9% | $5,637-61.2% | $9,540-77.1% |