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 | $76,106 | $72,492+5.0% | $87,100-12.6% | $72,985+4.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 27.51% | 24.46%+3.1pp | 28.19%-0.7pp | 81.00%-53.5pp |
| Employer contribution / active EE | $1,589 | $1,894-16.1% | $2,521-37.0% | $2,440-34.9% |
| Participant deferral / active EE | $1,838 | $3,270-43.8% | $4,049-54.6% | $3,607-49.0% |
| Admin fee / account holder | $3,245 | $5,055-35.8% | $7,497-56.7% | $5,124-36.7% |