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 | $93,914 | $67,411+39.3% | $91,001+3.2% | $70,131+33.9% |
| Participation rate | 76.4% | 71.4%+5.0pp | 75.6%+0.8pp | 69.5%+6.8pp |
| Annual return | 16.42% | -40.16%+56.6pp | 4.60%+11.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,587 | $1,786-11.1% | $2,456-35.4% | $2,342-32.3% |
| Participant deferral / active EE | $3,758 | $2,823+33.1% | $3,547+5.9% | $3,332+12.8% |
| Admin fee / account holder | $6,822 | $4,236+61.0% | $5,417+25.9% | $4,645+46.9% |