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 | $87,643 | $113,935-23.1% | $94,224-7.0% | $125,391-30.1% |
| Participation rate | 87.5% | 82.9%+4.6pp | 78.8%+8.7pp | 83.2%+4.3pp |
| Annual return | 2.20% | 5.29%-3.1pp | 10.68%-8.5pp | 282.22%-280.0pp |
| Employer contribution / active EE | $2,449 | $4,727-48.2% | $3,587-31.7% | $4,866-49.7% |
| Participant deferral / active EE | $4,444 | $5,179-14.2% | $4,320+2.9% | $5,352-16.9% |
| Admin fee / account holder | $1,791 | $8,391-78.7% | $6,269-71.4% | $9,540-81.2% |