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 | $111,966 | $67,411+66.1% | $91,001+23.0% | $70,131+59.7% |
| Participation rate | 86.0% | 71.4%+14.6pp | 75.6%+10.4pp | 69.5%+16.5pp |
| Annual return | 17.73% | -40.16%+57.9pp | 4.60%+13.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,775 | $1,786-0.6% | $2,456-27.7% | $2,342-24.2% |
| Participant deferral / active EE | $4,045 | $2,823+43.3% | $3,547+14.0% | $3,332+21.4% |
| Admin fee / account holder | $3,975 | $4,236-6.2% | $5,417-26.6% | $4,645-14.4% |