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 | $91,751 | $67,411+36.1% | $91,001+0.8% | $70,131+30.8% |
| Participation rate | 75.8% | 71.4%+4.4pp | 75.6%+0.2pp | 69.5%+6.2pp |
| Annual return | 14.98% | -40.16%+55.1pp | 4.60%+10.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $360 | $1,786-79.8% | $2,456-85.3% | $2,342-84.6% |
| Participant deferral / active EE | $3,655 | $2,823+29.5% | $3,547+3.0% | $3,332+9.7% |
| Admin fee / account holder | $18,147 | $4,236+328.4% | $5,417+235.0% | $4,645+290.6% |