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 | $67,062 | $58,577+14.5% | $83,333-19.5% | $64,186+4.5% |
| Participation rate | 77.8% | 72.0%+5.7pp | 77.8%0pp | 69.6%+8.2pp |
| Annual return | -6.21% | 9.65%-15.9pp | 10.63%-16.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,681 | $2,098-19.9% | $3,379-50.3% | $2,381-29.4% |
| Participant deferral / active EE | $4,555 | $4,654-2.1% | $5,565-18.1% | $3,470+31.3% |
| Admin fee / account holder | $9,096 | $9,275-1.9% | $7,510+21.1% | $4,888+86.1% |