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 | $76,178 | $74,927+1.7% | $101,794-25.2% | $84,808-10.2% |
| Participation rate | 74.5% | 61.4%+13.1pp | 69.2%+5.3pp | 68.3%+6.2pp |
| Annual return | 14.53% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,677 | $1,522+141.6% | $2,289+60.6% | $2,631+39.7% |
| Participant deferral / active EE | $2,697 | $3,099-13.0% | $4,084-34.0% | $4,212-36.0% |
| Admin fee / account holder | $1,452 | $6,514-77.7% | $8,777-83.5% | $7,344-80.2% |