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 | $147,231 | $110,094+33.7% | $151,611-2.9% | $68,494+115.0% |
| Participation rate | 86.9% | 84.0%+2.9pp | 87.5%-0.6pp | 67.9%+19.0pp |
| Annual return | 3.75% | -10.12%+13.9pp | 3.33%+0.4pp | -7.84%+11.6pp |
| Employer contribution / active EE | $3,791 | $4,471-15.2% | $6,166-38.5% | $2,596+46.0% |
| Participant deferral / active EE | $8,767 | $6,527+34.3% | $8,363+4.8% | $4,027+117.7% |
| Admin fee / account holder | $1,023 | $7,719-86.7% | $11,616-91.2% | $5,403-81.1% |