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 | $75,882 | $67,606+12.2% | $82,313-7.8% | $70,131+8.2% |
| Participation rate | 89.6% | 72.8%+16.8pp | 76.9%+12.7pp | 69.5%+20.0pp |
| Annual return | 17.89% | 21.57%-3.7pp | 25.88%-8.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $752 | $1,755-57.1% | $2,428-69.0% | $2,342-67.9% |
| Participant deferral / active EE | $3,720 | $2,987+24.5% | $3,706+0.4% | $3,332+11.6% |
| Admin fee / account holder | $5,049 | $4,512+11.9% | $5,608-10.0% | $4,645+8.7% |