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 | $81,534 | $72,492+12.5% | $87,100-6.4% | $72,985+11.7% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 21.31% | 24.46%-3.1pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,952 | $1,894+3.1% | $2,521-22.6% | $2,440-20.0% |
| Participant deferral / active EE | $5,229 | $3,270+59.9% | $4,049+29.2% | $3,607+45.0% |
| Admin fee / account holder | $4,522 | $5,055-10.5% | $7,497-39.7% | $5,124-11.8% |