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 | $83,410 | $71,050+17.4% | $93,606-10.9% | $80,856+3.2% |
| Participation rate | 71.0% | 60.4%+10.6pp | 68.7%+2.2pp | 67.6%+3.3pp |
| Annual return | 12.63% | 11.26%+1.4pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,777 | $1,564+13.6% | $2,420-26.6% | $2,755-35.5% |
| Participant deferral / active EE | $4,287 | $4,034+6.3% | $4,411-2.8% | $4,296-0.2% |
| Admin fee / account holder | $546 | $6,945-92.1% | $8,285-93.4% | $6,918-92.1% |