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 | $84,899 | $76,050+11.6% | $96,544-12.1% | $71,457+18.8% |
| Participation rate | 75.4% | 74.4%+1.0pp | 76.0%-0.6pp | 67.9%+7.5pp |
| Annual return | 24.00% | 22.81%+1.2pp | 25.84%-1.8pp | 28.85%-4.8pp |
| Employer contribution / active EE | $2,322 | $2,244+3.5% | $2,965-21.7% | $2,588-10.3% |
| Participant deferral / active EE | $4,961 | $4,215+17.7% | $4,851+2.3% | $4,289+15.7% |
| Admin fee / account holder | $6,041 | $2,707+123.2% | $8,252-26.8% | $1,587+280.6% |