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 5-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 | $77,849 | $67,606+15.2% | $82,313-5.4% | $70,131+11.0% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.9%0pp | 69.5%+7.4pp |
| Annual return | 17.22% | 21.57%-4.3pp | 25.88%-8.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,045 | $1,755+16.5% | $2,428-15.8% | $2,342-12.7% |
| Participant deferral / active EE | $3,633 | $2,987+21.6% | $3,706-2.0% | $3,332+9.0% |
| Admin fee / account holder | $4,206 | $4,512-6.8% | $5,608-25.0% | $4,645-9.5% |