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 | $72,144 | $67,606+6.7% | $82,313-12.4% | $70,131+2.9% |
| Participation rate | 76.7% | 72.8%+4.0pp | 76.9%-0.2pp | 69.5%+7.2pp |
| Annual return | 17.77% | 21.57%-3.8pp | 25.88%-8.1pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,897 | $1,755+8.1% | $2,428-21.9% | $2,342-19.0% |
| Participant deferral / active EE | $3,885 | $2,987+30.1% | $3,706+4.8% | $3,332+16.6% |
| Admin fee / account holder | $691 | $4,512-84.7% | $5,608-87.7% | $4,645-85.1% |