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 | $69,399 | $60,349+15.0% | $74,183-6.4% | $62,891+10.3% |
| Participation rate | 93.5% | 72.7%+20.8pp | 76.6%+16.9pp | 69.3%+24.2pp |
| Annual return | 7.37% | 21.37%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,750 | $1,680+4.2% | $2,370-26.2% | $2,281-23.3% |
| Participant deferral / active EE | $3,448 | $2,856+20.7% | $3,550-2.9% | $3,203+7.7% |
| Admin fee / account holder | $8,240 | $4,261+93.4% | $5,586+47.5% | $4,296+91.8% |