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 | $97,945 | $105,860-7.5% | $90,749+7.9% | $134,475-27.2% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.7%+17.2pp | 81.2%+11.6pp |
| Annual return | 5.23% | -11.01%+16.2pp | -12.16%+17.4pp | 417.96%-412.7pp |
| Employer contribution / active EE | $2,357 | $3,462-31.9% | $2,921-19.3% | $4,740-50.3% |
| Participant deferral / active EE | $5,463 | $5,216+4.7% | $4,564+19.7% | $6,400-14.6% |
| Admin fee / account holder | $7,159 | $13,938-48.6% | $8,445-15.2% | $11,426-37.3% |