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 | $75,755 | $62,586+21.0% | $76,768-1.3% | $64,186+18.0% |
| Participation rate | 85.0% | 72.8%+12.2pp | 77.0%+8.0pp | 69.6%+15.4pp |
| Annual return | 6.84% | -1.95%+8.8pp | 2.43%+4.4pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,613 | $1,832-12.0% | $2,485-35.1% | $2,381-32.3% |
| Participant deferral / active EE | $1,659 | $3,145-47.2% | $3,852-56.9% | $3,470-52.2% |
| Admin fee / account holder | $2,251 | $4,667-51.8% | $6,675-66.3% | $4,888-53.9% |