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 | $116,104 | $67,411+72.2% | $91,001+27.6% | $70,131+65.6% |
| Participation rate | 76.8% | 71.4%+5.4pp | 75.6%+1.2pp | 69.5%+7.3pp |
| Annual return | 16.20% | -40.16%+56.4pp | 4.60%+11.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,126 | $1,786-36.9% | $2,456-54.1% | $2,342-51.9% |
| Participant deferral / active EE | $3,468 | $2,823+22.9% | $3,547-2.2% | $3,332+4.1% |
| Admin fee / account holder | $11,753 | $4,236+177.4% | $5,417+117.0% | $4,645+153.0% |