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 | $72,907 | $60,349+20.8% | $74,183-1.7% | $62,891+15.9% |
| Participation rate | 73.6% | 72.7%+0.9pp | 76.6%-3.0pp | 69.3%+4.3pp |
| Annual return | 8.07% | 21.37%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,048 | $1,680+21.9% | $2,370-13.6% | $2,281-10.2% |
| Participant deferral / active EE | $3,526 | $2,856+23.4% | $3,550-0.7% | $3,203+10.1% |
| Admin fee / account holder | $5,422 | $4,261+27.2% | $5,586-2.9% | $4,296+26.2% |