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 | $85,540 | $72,492+18.0% | $87,100-1.8% | $72,985+17.2% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.9%+14.6pp | 69.5%+21.9pp |
| Annual return | 18.44% | 24.46%-6.0pp | 28.19%-9.8pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,628 | $1,894+38.7% | $2,521+4.2% | $2,440+7.7% |
| Participant deferral / active EE | $2,860 | $3,270-12.5% | $4,049-29.4% | $3,607-20.7% |
| Admin fee / account holder | $4,696 | $5,055-7.1% | $7,497-37.4% | $5,124-8.4% |