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 | $79,008 | $78,422+0.7% | $95,952-17.7% | $79,858-1.1% |
| Participation rate | 92.7% | 73.5%+19.2pp | 77.1%+15.7pp | 69.6%+23.1pp |
| Annual return | 19.45% | 19.37%+0.1pp | 91.61%-72.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,273 | $1,945+16.8% | $2,541-10.6% | $2,471-8.0% |
| Participant deferral / active EE | $2,885 | $3,440-16.1% | $4,167-30.8% | $3,740-22.9% |
| Admin fee / account holder | $2,083 | $5,622-62.9% | $6,795-69.3% | $5,306-60.7% |