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 | $101,726 | $67,411+50.9% | $91,001+11.8% | $70,131+45.1% |
| Participation rate | 75.9% | 71.4%+4.5pp | 75.6%+0.3pp | 69.5%+6.3pp |
| Annual return | 15.89% | -40.16%+56.1pp | 4.60%+11.3pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,751 | $1,786-1.9% | $2,456-28.7% | $2,342-25.2% |
| Participant deferral / active EE | $3,770 | $2,823+33.6% | $3,547+6.3% | $3,332+13.2% |
| Admin fee / account holder | $3,342 | $4,236-21.1% | $5,417-38.3% | $4,645-28.1% |