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 | $74,555 | $72,492+2.8% | $87,100-14.4% | $72,985+2.2% |
| Participation rate | 98.4% | 72.8%+25.5pp | 76.9%+21.5pp | 69.5%+28.9pp |
| Annual return | 24.60% | 24.46%+0.1pp | 28.19%-3.6pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,722 | $1,894-9.1% | $2,521-31.7% | $2,440-29.4% |
| Participant deferral / active EE | $4,674 | $3,270+43.0% | $4,049+15.5% | $3,607+29.6% |
| Admin fee / account holder | $774 | $5,055-84.7% | $7,497-89.7% | $5,124-84.9% |