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 | $79,529 | $74,927+6.1% | $101,794-21.9% | $84,808-6.2% |
| Participation rate | 75.5% | 61.4%+14.1pp | 69.2%+6.3pp | 68.3%+7.2pp |
| Annual return | 24.02% | 18.70%+5.3pp | 30.53%-6.5pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,114 | $1,522-26.8% | $2,289-51.3% | $2,631-57.7% |
| Participant deferral / active EE | $3,694 | $3,099+19.2% | $4,084-9.5% | $4,212-12.3% |
| Admin fee / account holder | $1,535 | $6,514-76.4% | $8,777-82.5% | $7,344-79.1% |