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 | $100,059 | $49,177+103.5% | $79,464+25.9% | $64,186+55.9% |
| Participation rate | 81.1% | 65.0%+16.1pp | 73.3%+7.7pp | 69.6%+11.5pp |
| Annual return | 5.44% | -1.16%+6.6pp | 718.14%-712.7pp | 7.63%-2.2pp |
| Employer contribution / active EE | $1,197 | $2,076-42.3% | $2,800-57.2% | $2,381-49.7% |
| Participant deferral / active EE | $2,017 | $2,821-28.5% | $3,704-45.6% | $3,470-41.9% |
| Admin fee / account holder | $1,427 | $3,839-62.8% | $5,113-72.1% | $4,888-70.8% |