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 | $66,361 | $60,349+10.0% | $74,183-10.5% | $62,891+5.5% |
| Participation rate | 86.4% | 72.7%+13.6pp | 76.6%+9.7pp | 69.3%+17.1pp |
| Annual return | 7.59% | 21.37%-13.8pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,705 | $1,680+1.5% | $2,370-28.1% | $2,281-25.3% |
| Participant deferral / active EE | $3,177 | $2,856+11.3% | $3,550-10.5% | $3,203-0.8% |
| Admin fee / account holder | $752 | $4,261-82.3% | $5,586-86.5% | $4,296-82.5% |