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 | $105,154 | $80,968+29.9% | $96,544+8.9% | $75,163+39.9% |
| Participation rate | 76.8% | 71.8%+5.1pp | 76.0%+0.9pp | 67.2%+9.7pp |
| Annual return | 14.44% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,364 | $2,282-40.2% | $2,965-54.0% | $2,670-48.9% |
| Participant deferral / active EE | $4,101 | $3,928+4.4% | $4,851-15.4% | $4,125-0.6% |
| Admin fee / account holder | $5,579 | $6,724-17.0% | $8,252-32.4% | $5,651-1.3% |