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 | $121,398 | $67,411+80.1% | $91,001+33.4% | $70,131+73.1% |
| Participation rate | 73.0% | 71.4%+1.6pp | 75.6%-2.6pp | 69.5%+3.4pp |
| Annual return | 15.88% | -40.16%+56.0pp | 4.60%+11.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,043 | $1,786-41.6% | $2,456-57.5% | $2,342-55.5% |
| Participant deferral / active EE | $5,309 | $2,823+88.1% | $3,547+49.7% | $3,332+59.3% |
| Admin fee / account holder | $8,218 | $4,236+94.0% | $5,417+51.7% | $4,645+76.9% |