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 | $91,318 | $72,404+26.1% | $110,238-17.2% | $64,186+42.3% |
| Participation rate | 91.2% | 73.3%+17.9pp | 79.8%+11.4pp | 69.6%+21.7pp |
| Annual return | 7.89% | -6.29%+14.2pp | 314.74%-306.8pp | 7.63%+0.3pp |
| Employer contribution / active EE | $2,149 | $2,282-5.8% | $3,826-43.8% | $2,381-9.7% |
| Participant deferral / active EE | $3,710 | $3,469+6.9% | $4,672-20.6% | $3,470+6.9% |
| Admin fee / account holder | $880 | $5,664-84.5% | $8,547-89.7% | $4,888-82.0% |