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 | $75,564 | $72,277+4.5% | $101,248-25.4% | $79,858-5.4% |
| Participation rate | 70.0% | 68.5%+1.5pp | 75.8%-5.8pp | 69.6%+0.4pp |
| Annual return | 16.22% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,895 | $2,692+7.6% | $3,660-20.9% | $2,471+17.2% |
| Participant deferral / active EE | $6,956 | $3,282+112.0% | $4,370+59.2% | $3,740+86.0% |
| Admin fee / account holder | $5,026 | $4,400+14.2% | $5,945-15.5% | $5,306-5.3% |