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 | $109,510 | $67,411+62.5% | $91,001+20.3% | $70,131+56.2% |
| Participation rate | 98.0% | 71.4%+26.6pp | 75.6%+22.4pp | 69.5%+28.4pp |
| Annual return | 14.32% | -40.16%+54.5pp | 4.60%+9.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $4,057 | $1,786+127.2% | $2,456+65.2% | $2,342+73.2% |
| Participant deferral / active EE | $3,480 | $2,823+23.3% | $3,547-1.9% | $3,332+4.5% |
| Admin fee / account holder | $2,565 | $4,236-39.4% | $5,417-52.6% | $4,645-44.8% |