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 | $78,662 | $76,367+3.0% | $93,606-16.0% | $72,985+7.8% |
| Participation rate | 88.9% | 71.7%+17.1pp | 75.8%+13.1pp | 69.5%+19.4pp |
| Annual return | 24.01% | 25.82%-1.8pp | 32.76%-8.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,835 | $2,275-19.3% | $2,718-32.5% | $2,440-24.8% |
| Participant deferral / active EE | $4,269 | $3,538+20.7% | $4,069+4.9% | $3,607+18.3% |
| Admin fee / account holder | $1,349 | $6,838-80.3% | $7,888-82.9% | $5,124-73.7% |