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 | $82,281 | $77,314+6.4% | $177,989-53.8% | $80,856+1.8% |
| Participation rate | 79.3% | 65.7%+13.6pp | 77.1%+2.2pp | 67.6%+11.7pp |
| Annual return | 19.04% | 18.09%+1.0pp | 294.48%-275.4pp | 35.59%-16.6pp |
| Employer contribution / active EE | $2,512 | $2,292+9.6% | $3,949-36.4% | $2,755-8.8% |
| Participant deferral / active EE | $4,531 | $4,411+2.7% | $6,276-27.8% | $4,296+5.5% |
| Admin fee / account holder | $2,089 | $7,191-71.0% | $10,363-79.8% | $6,918-69.8% |