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 | $98,801 | $67,411+46.6% | $91,001+8.6% | $70,131+40.9% |
| Participation rate | 79.4% | 71.4%+8.0pp | 75.6%+3.8pp | 69.5%+9.9pp |
| Annual return | 17.60% | -40.16%+57.8pp | 4.60%+13.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,230 | $1,786-31.1% | $2,456-49.9% | $2,342-47.5% |
| Participant deferral / active EE | $3,338 | $2,823+18.3% | $3,547-5.9% | $3,332+0.2% |
| Admin fee / account holder | $808 | $4,236-80.9% | $5,417-85.1% | $4,645-82.6% |