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 | $87,608 | $76,401+14.7% | $106,387-17.7% | $64,186+36.5% |
| Participation rate | 78.8% | 73.5%+5.3pp | 77.5%+1.3pp | 69.6%+9.2pp |
| Annual return | -5.96% | -2.19%-3.8pp | 0.25%-6.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,750 | $2,680-34.7% | $3,520-50.3% | $2,381-26.5% |
| Participant deferral / active EE | $7,624 | $4,274+78.4% | $5,421+40.6% | $3,470+119.7% |
| Admin fee / account holder | $3,102 | $4,610-32.7% | $7,510-58.7% | $4,888-36.5% |