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 | $92,193 | $72,404+27.3% | $110,238-16.4% | $64,186+43.6% |
| Participation rate | 77.1% | 73.3%+3.8pp | 79.8%-2.7pp | 69.6%+7.6pp |
| Annual return | 9.56% | -6.29%+15.9pp | 314.74%-305.2pp | 7.63%+1.9pp |
| Employer contribution / active EE | $1,837 | $2,282-19.5% | $3,826-52.0% | $2,381-22.9% |
| Participant deferral / active EE | $5,456 | $3,469+57.3% | $4,672+16.8% | $3,470+57.2% |
| Admin fee / account holder | $1,977 | $5,664-65.1% | $8,547-76.9% | $4,888-59.6% |