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 | $98,213 | $77,813+26.2% | $123,544-20.5% | $64,186+53.0% |
| Participation rate | 83.0% | 74.7%+8.3pp | 82.3%+0.7pp | 69.6%+13.5pp |
| Annual return | -4.62% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $809 | $3,014-73.2% | $4,628-82.5% | $2,381-66.0% |
| Participant deferral / active EE | $2,344 | $5,240-55.3% | $6,426-63.5% | $3,470-32.4% |
| Admin fee / account holder | $1,779 | $5,519-67.8% | $9,284-80.8% | $4,888-63.6% |