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 | $111,150 | $67,411+64.9% | $91,001+22.1% | $70,131+58.5% |
| Participation rate | 84.4% | 71.4%+13.1pp | 75.6%+8.8pp | 69.5%+14.9pp |
| Annual return | 16.99% | -40.16%+57.2pp | 4.60%+12.4pp | 73.14%-56.1pp |
| Employer contribution / active EE | $598 | $1,786-66.5% | $2,456-75.6% | $2,342-74.5% |
| Participant deferral / active EE | $5,590 | $2,823+98.0% | $3,547+57.6% | $3,332+67.8% |
| Admin fee / account holder | $4,330 | $4,236+2.2% | $5,417-20.1% | $4,645-6.8% |