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 | $80,994 | $67,411+20.1% | $91,001-11.0% | $70,131+15.5% |
| Participation rate | 77.8% | 71.4%+6.4pp | 75.6%+2.2pp | 69.5%+8.2pp |
| Annual return | 18.84% | -40.16%+59.0pp | 4.60%+14.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $2,468 | $1,786+38.2% | $2,456+0.5% | $2,342+5.4% |
| Participant deferral / active EE | $5,543 | $2,823+96.4% | $3,547+56.3% | $3,332+66.4% |
| Admin fee / account holder | $1,147 | $4,236-72.9% | $5,417-78.8% | $4,645-75.3% |