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 | $78,305 | $73,787+6.1% | $98,716-20.7% | $82,448-5.0% |
| Participation rate | 76.8% | 61.4%+15.4pp | 69.3%+7.5pp | 68.1%+8.7pp |
| Annual return | 15.35% | 18.57%-3.2pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,875 | $1,511+24.1% | $2,279-17.7% | $2,551-26.5% |
| Participant deferral / active EE | $5,583 | $3,081+81.2% | $4,048+37.9% | $4,139+34.9% |
| Admin fee / account holder | $9,587 | $6,500+47.5% | $8,703+10.2% | $7,234+32.5% |