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 | $77,255 | $67,411+14.6% | $91,001-15.1% | $70,131+10.2% |
| Participation rate | 98.2% | 71.4%+26.8pp | 75.6%+22.6pp | 69.5%+28.7pp |
| Annual return | 16.14% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,668 | $1,786-6.6% | $2,456-32.1% | $2,342-28.8% |
| Participant deferral / active EE | $3,268 | $2,823+15.8% | $3,547-7.9% | $3,332-1.9% |
| Admin fee / account holder | $426 | $4,236-89.9% | $5,417-92.1% | $4,645-90.8% |