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 | $81,763 | $83,477-2.1% | $125,175-34.7% | $72,985+12.0% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 24.83% | 25.78%-1.0pp | 43.79%-19.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $827 | $2,345-64.7% | $3,865-78.6% | $2,440-66.1% |
| Participant deferral / active EE | $6,807 | $3,585+89.9% | $4,937+37.9% | $3,607+88.7% |
| Admin fee / account holder | $3,049 | $5,517-44.7% | $9,702-68.6% | $5,124-40.5% |