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 | $47,227 | $61,660-23.4% | $80,019-41.0% | $64,186-26.4% |
| Participation rate | 78.6% | 71.7%+6.9pp | 75.8%+2.7pp | 69.6%+9.0pp |
| Annual return | -5.42% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,690 | $1,810+48.6% | $2,468+9.0% | $2,381+13.0% |
| Participant deferral / active EE | $5,554 | $2,968+87.2% | $3,686+50.7% | $3,470+60.1% |
| Admin fee / account holder | $6,533 | $5,417+20.6% | $6,521+0.2% | $4,888+33.7% |