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 | $100,597 | $67,411+49.2% | $91,001+10.5% | $70,131+43.4% |
| Participation rate | 82.8% | 71.4%+11.4pp | 75.6%+7.2pp | 69.5%+13.2pp |
| Annual return | 18.25% | -40.16%+58.4pp | 4.60%+13.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $468 | $1,786-73.8% | $2,456-80.9% | $2,342-80.0% |
| Participant deferral / active EE | $2,611 | $2,823-7.5% | $3,547-26.4% | $3,332-21.6% |
| Admin fee / account holder | $4,336 | $4,236+2.4% | $5,417-20.0% | $4,645-6.7% |