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 | $117,555 | $67,411+74.4% | $91,001+29.2% | $70,131+67.6% |
| Participation rate | 90.9% | 71.4%+19.5pp | 75.6%+15.3pp | 69.5%+21.4pp |
| Annual return | 13.92% | -40.16%+54.1pp | 4.60%+9.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,002 | $1,786+12.1% | $2,456-18.5% | $2,342-14.5% |
| Participant deferral / active EE | $1,857 | $2,823-34.2% | $3,547-47.7% | $3,332-44.3% |
| Admin fee / account holder | $2,788 | $4,236-34.2% | $5,417-48.5% | $4,645-40.0% |