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 | $98,408 | $69,977+40.6% | $108,579-9.4% | $62,891+56.5% |
| Participation rate | 82.1% | 72.9%+9.2pp | 79.6%+2.5pp | 69.3%+12.7pp |
| Annual return | 5.54% | 10.73%-5.2pp | -51.70%+57.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,307 | $2,135-38.8% | $3,758-65.2% | $2,281-42.7% |
| Participant deferral / active EE | $3,665 | $3,165+15.8% | $4,311-15.0% | $3,203+14.4% |
| Admin fee / account holder | $9,830 | $5,076+93.6% | $7,645+28.6% | $4,296+128.8% |