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 | $77,194 | $60,892+26.8% | $82,389-6.3% | $84,808-9.0% |
| Participation rate | 79.5% | 63.3%+16.2pp | 69.5%+9.9pp | 68.3%+11.2pp |
| Annual return | 19.37% | 37.29%-17.9pp | 28.67%-9.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,133 | $1,779+19.9% | $2,517-15.2% | $2,631-18.9% |
| Participant deferral / active EE | $4,877 | $3,179+53.4% | $4,155+17.4% | $4,212+15.8% |
| Admin fee / account holder | $1,562 | $5,467-71.4% | $7,231-78.4% | $7,344-78.7% |