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 | $54,272 | $45,073+20.4% | $69,455-21.9% | $72,985-25.6% |
| Participation rate | 77.0% | 68.5%+8.5pp | 74.6%+2.4pp | 69.5%+7.5pp |
| Annual return | 23.74% | 22.65%+1.1pp | 28.97%-5.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $3,615 | $2,054+76.0% | $2,779+30.1% | $2,440+48.2% |
| Participant deferral / active EE | $5,697 | $2,602+119.0% | $3,535+61.1% | $3,607+57.9% |
| Admin fee / account holder | $4,809 | $3,056+57.4% | $3,839+25.3% | $5,124-6.1% |