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 | $83,643 | $81,460+2.7% | $103,333-19.1% | $80,856+3.4% |
| Participation rate | 72.0% | 66.8%+5.2pp | 74.5%-2.5pp | 67.6%+4.4pp |
| Annual return | 15.46% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,681 | $3,105+18.5% | $3,868-4.8% | $2,755+33.6% |
| Participant deferral / active EE | $24,542 | $3,869+534.4% | $5,057+385.3% | $4,296+471.3% |
| Admin fee / account holder | $6,122 | $6,566-6.8% | $8,355-26.7% | $6,918-11.5% |