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 | $112,598 | $67,411+67.0% | $91,001+23.7% | $70,131+60.6% |
| Participation rate | 94.1% | 71.4%+22.8pp | 75.6%+18.5pp | 69.5%+24.6pp |
| Annual return | 16.14% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,201 | $1,786+23.3% | $2,456-10.4% | $2,342-6.0% |
| Participant deferral / active EE | $5,957 | $2,823+111.0% | $3,547+67.9% | $3,332+78.8% |
| Admin fee / account holder | $669 | $4,236-84.2% | $5,417-87.6% | $4,645-85.6% |