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 | $86,828 | $82,286+5.5% | $68,791+26.2% | $134,475-35.4% |
| Participation rate | 95.8% | 75.1%+20.8pp | 69.0%+26.8pp | 81.2%+14.6pp |
| Annual return | 3.02% | -2.19%+5.2pp | -6.38%+9.4pp | 417.96%-414.9pp |
| Employer contribution / active EE | $3,125 | $3,301-5.3% | $2,655+17.7% | $4,740-34.1% |
| Participant deferral / active EE | $4,731 | $4,739-0.2% | $3,941+20.0% | $6,400-26.1% |
| Admin fee / account holder | $4,893 | $6,481-24.5% | $4,932-0.8% | $11,426-57.2% |