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 | $75,110 | $67,606+11.1% | $82,313-8.8% | $70,131+7.1% |
| Participation rate | 90.2% | 72.8%+17.5pp | 76.9%+13.3pp | 69.5%+20.7pp |
| Annual return | 19.09% | 21.57%-2.5pp | 25.88%-6.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $962 | $1,755-45.2% | $2,428-60.4% | $2,342-58.9% |
| Participant deferral / active EE | $3,448 | $2,987+15.4% | $3,706-7.0% | $3,332+3.5% |
| Admin fee / account holder | $2,202 | $4,512-51.2% | $5,608-60.7% | $4,645-52.6% |