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 | $77,206 | $81,460-5.2% | $103,333-25.3% | $80,856-4.5% |
| Participation rate | 73.1% | 66.8%+6.2pp | 74.5%-1.4pp | 67.6%+5.4pp |
| Annual return | 16.25% | 25.55%-9.3pp | 24.88%-8.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $2,573 | $3,105-17.1% | $3,868-33.5% | $2,755-6.6% |
| Participant deferral / active EE | $5,274 | $3,869+36.3% | $5,057+4.3% | $4,296+22.8% |
| Admin fee / account holder | $4,281 | $6,566-34.8% | $8,355-48.8% | $6,918-38.1% |