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 | $106,118 | $73,933+43.5% | $96,683+9.8% | $75,163+41.2% |
| Participation rate | 88.0% | 66.4%+21.6pp | 74.3%+13.7pp | 67.2%+20.8pp |
| Annual return | 14.47% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.2pp |
| Employer contribution / active EE | $1,038 | $2,928-64.5% | $3,737-72.2% | $2,670-61.1% |
| Participant deferral / active EE | $3,540 | $3,659-3.2% | $4,878-27.4% | $4,125-14.2% |
| Admin fee / account holder | $2,121 | $5,216-59.3% | $6,730-68.5% | $5,651-62.5% |