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 | $95,979 | $77,634+23.6% | $156,549-38.7% | $62,891+52.6% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 5.61% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,574 | $3,444-54.3% | $5,501-71.4% | $2,281-31.0% |
| Participant deferral / active EE | $2,911 | $3,045-4.4% | $4,871-40.2% | $3,203-9.1% |
| Admin fee / account holder | $362 | $5,561-93.5% | $13,027-97.2% | $4,296-91.6% |