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 | $101,536 | $67,411+50.6% | $91,001+11.6% | $70,131+44.8% |
| Participation rate | 91.8% | 71.4%+20.5pp | 75.6%+16.2pp | 69.5%+22.3pp |
| Annual return | 19.92% | -40.16%+60.1pp | 4.60%+15.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,056 | $1,786+15.1% | $2,456-16.3% | $2,342-12.2% |
| Participant deferral / active EE | $7,376 | $2,823+161.3% | $3,547+107.9% | $3,332+121.4% |
| Admin fee / account holder | $4,297 | $4,236+1.4% | $5,417-20.7% | $4,645-7.5% |