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 | $74,713 | $72,492+3.1% | $87,100-14.2% | $72,985+2.4% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 23.23% | 24.46%-1.2pp | 28.19%-5.0pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,940 | $1,894+2.5% | $2,521-23.0% | $2,440-20.5% |
| Participant deferral / active EE | $4,780 | $3,270+46.2% | $4,049+18.1% | $3,607+32.5% |
| Admin fee / account holder | $7,853 | $5,055+55.4% | $7,497+4.8% | $5,124+53.2% |