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 | $78,999 | $67,411+17.2% | $91,001-13.2% | $70,131+12.6% |
| Participation rate | 75.5% | 71.4%+4.2pp | 75.6%-0.1pp | 69.5%+6.0pp |
| Annual return | 14.68% | -40.16%+54.8pp | 4.60%+10.1pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,855 | $1,786+3.9% | $2,456-24.5% | $2,342-20.8% |
| Participant deferral / active EE | $3,737 | $2,823+32.4% | $3,547+5.4% | $3,332+12.2% |
| Admin fee / account holder | $1,317 | $4,236-68.9% | $5,417-75.7% | $4,645-71.7% |