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 | $77,243 | $67,606+14.3% | $82,313-6.2% | $70,131+10.1% |
| Participation rate | 83.9% | 72.8%+11.1pp | 76.9%+7.0pp | 69.5%+14.3pp |
| Annual return | 16.40% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $871 | $1,755-50.3% | $2,428-64.1% | $2,342-62.8% |
| Participant deferral / active EE | $4,297 | $2,987+43.9% | $3,706+16.0% | $3,332+29.0% |
| Admin fee / account holder | $1,652 | $4,512-63.4% | $5,608-70.5% | $4,645-64.4% |