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 | $108,500 | $77,813+39.4% | $123,544-12.2% | $64,186+69.0% |
| Participation rate | 84.7% | 74.7%+10.0pp | 82.3%+2.4pp | 69.6%+15.1pp |
| Annual return | -7.92% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,185 | $3,014-60.7% | $4,628-74.4% | $2,381-50.2% |
| Participant deferral / active EE | $5,967 | $5,240+13.9% | $6,426-7.1% | $3,470+72.0% |
| Admin fee / account holder | $923 | $5,519-83.3% | $9,284-90.1% | $4,888-81.1% |