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 | $80,609 | $74,927+7.6% | $101,794-20.8% | $84,808-5.0% |
| Participation rate | 81.8% | 61.4%+20.4pp | 69.2%+12.6pp | 68.3%+13.5pp |
| Annual return | 16.73% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,641 | $1,522+7.8% | $2,289-28.3% | $2,631-37.6% |
| Participant deferral / active EE | $4,323 | $3,099+39.5% | $4,084+5.8% | $4,212+2.6% |
| Admin fee / account holder | $3,187 | $6,514-51.1% | $8,777-63.7% | $7,344-56.6% |