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 | $83,921 | $82,664+1.5% | $125,339-33.0% | $68,494+22.5% |
| Participation rate | 82.6% | 75.0%+7.6pp | 82.4%+0.2pp | 67.9%+14.7pp |
| Annual return | 1.99% | -5.97%+8.0pp | 572.05%-570.1pp | -7.84%+9.8pp |
| Employer contribution / active EE | $3,764 | $3,381+11.3% | $4,814-21.8% | $2,596+45.0% |
| Participant deferral / active EE | $4,174 | $6,110-31.7% | $7,446-43.9% | $4,027+3.6% |
| Admin fee / account holder | $1,408 | $6,275-77.6% | $10,010-85.9% | $5,403-73.9% |