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 | $74,334 | $95,803-22.4% | $113,168-34.3% | $84,808-12.4% |
| Participation rate | 74.2% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.8pp |
| Annual return | 15.52% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,583 | $2,360+9.4% | $2,975-13.2% | $2,631-1.8% |
| Participant deferral / active EE | $5,292 | $4,242+24.8% | $5,107+3.6% | $4,212+25.7% |
| Admin fee / account holder | $7,261 | $8,989-19.2% | $12,068-39.8% | $7,344-1.1% |