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 | $107,254 | $69,977+53.3% | $108,579-1.2% | $62,891+70.5% |
| Participation rate | 80.6% | 72.9%+7.7pp | 79.6%+1.1pp | 69.3%+11.3pp |
| Annual return | 7.54% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,748 | $2,135-18.1% | $3,758-53.5% | $2,281-23.4% |
| Participant deferral / active EE | $3,010 | $3,165-4.9% | $4,311-30.2% | $3,203-6.0% |
| Admin fee / account holder | $5,960 | $5,076+17.4% | $7,645-22.0% | $4,296+38.8% |