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 | $103,982 | $69,977+48.6% | $108,579-4.2% | $62,891+65.3% |
| Participation rate | 87.3% | 72.9%+14.4pp | 79.6%+7.7pp | 69.3%+18.0pp |
| Annual return | 9.08% | 10.73%-1.7pp | -51.70%+60.8pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,743 | $2,135-18.4% | $3,758-53.6% | $2,281-23.6% |
| Participant deferral / active EE | $5,899 | $3,165+86.4% | $4,311+36.8% | $3,203+84.2% |
| Admin fee / account holder | $4,219 | $5,076-16.9% | $7,645-44.8% | $4,296-1.8% |