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 | $108,024 | $69,977+54.4% | $108,579-0.5% | $62,891+71.8% |
| Participation rate | 98.2% | 72.9%+25.3pp | 79.6%+18.6pp | 69.3%+28.9pp |
| Annual return | 10.84% | 10.73%+0.1pp | -51.70%+62.5pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,813 | $2,135-15.1% | $3,758-51.7% | $2,281-20.5% |
| Participant deferral / active EE | $4,151 | $3,165+31.2% | $4,311-3.7% | $3,203+29.6% |
| Admin fee / account holder | $4,790 | $5,076-5.6% | $7,645-37.3% | $4,296+11.5% |