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 | $96,882 | $67,411+43.7% | $91,001+6.5% | $70,131+38.1% |
| Participation rate | 94.6% | 71.4%+23.2pp | 75.6%+19.0pp | 69.5%+25.0pp |
| Annual return | 18.24% | -40.16%+58.4pp | 4.60%+13.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,878 | $1,786+5.2% | $2,456-23.5% | $2,342-19.8% |
| Participant deferral / active EE | $4,429 | $2,823+56.9% | $3,547+24.9% | $3,332+32.9% |
| Admin fee / account holder | $1,173 | $4,236-72.3% | $5,417-78.3% | $4,645-74.7% |