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 | $111,456 | $105,860+5.3% | $90,749+22.8% | $134,475-17.1% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.7%+18.8pp | 81.2%+13.2pp |
| Annual return | -5.68% | -11.01%+5.3pp | -12.16%+6.5pp | 417.96%-423.6pp |
| Employer contribution / active EE | $2,355 | $3,462-32.0% | $2,921-19.4% | $4,740-50.3% |
| Participant deferral / active EE | $6,939 | $5,216+33.0% | $4,564+52.0% | $6,400+8.4% |
| Admin fee / account holder | $2,678 | $13,938-80.8% | $8,445-68.3% | $11,426-76.6% |