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 | $82,341 | $72,492+13.6% | $87,100-5.5% | $72,985+12.8% |
| Participation rate | 87.8% | 72.8%+15.0pp | 76.9%+11.0pp | 69.5%+18.4pp |
| Annual return | 21.93% | 24.46%-2.5pp | 28.19%-6.3pp | 81.00%-59.1pp |
| Employer contribution / active EE | $489 | $1,894-74.2% | $2,521-80.6% | $2,440-79.9% |
| Participant deferral / active EE | $3,972 | $3,270+21.5% | $4,049-1.9% | $3,607+10.1% |
| Admin fee / account holder | $2,152 | $5,055-57.4% | $7,497-71.3% | $5,124-58.0% |