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 | $123,656 | $69,977+76.7% | $108,579+13.9% | $62,891+96.6% |
| Participation rate | 87.5% | 72.9%+14.6pp | 79.6%+7.9pp | 69.3%+18.2pp |
| Annual return | 5.74% | 10.73%-5.0pp | -51.70%+57.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,070 | $2,135-3.1% | $3,758-44.9% | $2,281-9.3% |
| Participant deferral / active EE | $2,773 | $3,165-12.4% | $4,311-35.7% | $3,203-13.4% |
| Admin fee / account holder | $2,984 | $5,076-41.2% | $7,645-61.0% | $4,296-30.5% |