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 | $96,171 | $72,492+32.7% | $87,100+10.4% | $72,985+31.8% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 23.67% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,073 | $1,894+9.4% | $2,521-17.8% | $2,440-15.1% |
| Participant deferral / active EE | $4,118 | $3,270+26.0% | $4,049+1.7% | $3,607+14.2% |
| Admin fee / account holder | $26,955 | $5,055+433.3% | $7,497+259.6% | $5,124+426.0% |