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 | $115,590 | $69,977+65.2% | $108,579+6.5% | $62,891+83.8% |
| Participation rate | 98.0% | 72.9%+25.1pp | 79.6%+18.4pp | 69.3%+28.7pp |
| Annual return | 6.27% | 10.73%-4.5pp | -51.70%+58.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,745 | $2,135-18.3% | $3,758-53.6% | $2,281-23.5% |
| Participant deferral / active EE | $5,764 | $3,165+82.1% | $4,311+33.7% | $3,203+80.0% |
| Admin fee / account holder | $2,395 | $5,076-52.8% | $7,645-68.7% | $4,296-44.2% |