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 | $83,389 | $77,896+7.1% | $134,172-37.8% | $82,448+1.1% |
| Participation rate | 97.0% | 62.8%+34.2pp | 72.5%+24.5pp | 68.1%+28.9pp |
| Annual return | 14.31% | 18.21%-3.9pp | 25.30%-11.0pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,119 | $2,159-1.9% | $3,420-38.1% | $2,551-16.9% |
| Participant deferral / active EE | $5,486 | $3,162+73.5% | $4,690+17.0% | $4,139+32.5% |
| Admin fee / account holder | $9,874 | $6,336+55.8% | $12,016-17.8% | $7,234+36.5% |