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 | $114,404 | $67,411+69.7% | $91,001+25.7% | $70,131+63.1% |
| Participation rate | 76.7% | 71.4%+5.3pp | 75.6%+1.1pp | 69.5%+7.1pp |
| Annual return | 15.67% | -40.16%+55.8pp | 4.60%+11.1pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,949 | $1,786+9.1% | $2,456-20.6% | $2,342-16.8% |
| Participant deferral / active EE | $3,389 | $2,823+20.1% | $3,547-4.5% | $3,332+1.7% |
| Admin fee / account holder | $19,142 | $4,236+351.9% | $5,417+253.4% | $4,645+312.1% |