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 | $91,994 | $67,411+36.5% | $91,001+1.1% | $70,131+31.2% |
| Participation rate | 72.9% | 71.4%+1.6pp | 75.6%-2.7pp | 69.5%+3.4pp |
| Annual return | 16.16% | -40.16%+56.3pp | 4.60%+11.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,870 | $1,786+4.7% | $2,456-23.9% | $2,342-20.2% |
| Participant deferral / active EE | $5,326 | $2,823+88.7% | $3,547+50.1% | $3,332+59.8% |
| Admin fee / account holder | $4,216 | $4,236-0.5% | $5,417-22.2% | $4,645-9.2% |