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 | $77,208 | $60,022+28.6% | $88,946-13.2% | $84,808-9.0% |
| Participation rate | 80.6% | 57.8%+22.8pp | 68.8%+11.8pp | 68.3%+12.3pp |
| Annual return | 16.85% | 22.43%-5.6pp | 57.82%-41.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,760 | $1,703+3.4% | $2,555-31.1% | $2,631-33.1% |
| Participant deferral / active EE | $4,346 | $3,114+39.6% | $4,581-5.1% | $4,212+3.2% |
| Admin fee / account holder | $4,844 | $4,811+0.7% | $8,261-41.4% | $7,344-34.0% |