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 | $98,907 | $73,004+35.5% | $90,749+9.0% | $68,494+44.4% |
| Participation rate | 89.2% | 70.8%+18.4pp | 75.7%+13.5pp | 67.9%+21.3pp |
| Annual return | 7.34% | -13.81%+21.1pp | -12.16%+19.5pp | -7.84%+15.2pp |
| Employer contribution / active EE | $1,310 | $2,193-40.3% | $2,921-55.1% | $2,596-49.5% |
| Participant deferral / active EE | $3,396 | $3,627-6.3% | $4,564-25.6% | $4,027-15.7% |
| Admin fee / account holder | $4,643 | $5,896-21.3% | $8,445-45.0% | $5,403-14.1% |