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 | $81,294 | $59,101+37.6% | $77,163+5.4% | $75,163+8.2% |
| Participation rate | 75.0% | 63.9%+11.1pp | 69.6%+5.4pp | 67.2%+7.8pp |
| Annual return | 17.68% | 26.71%-9.0pp | 37.87%-20.2pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,046 | $1,995+2.5% | $2,535-19.3% | $2,670-23.4% |
| Participant deferral / active EE | $3,878 | $2,999+29.3% | $3,833+1.2% | $4,125-6.0% |
| Admin fee / account holder | $6,196 | $4,774+29.8% | $5,472+13.2% | $5,651+9.6% |