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 | $76,564 | $67,411+13.6% | $91,001-15.9% | $70,131+9.2% |
| Participation rate | 87.5% | 71.4%+16.1pp | 75.6%+11.9pp | 69.5%+18.0pp |
| Annual return | 14.74% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,065 | $1,786+15.6% | $2,456-15.9% | $2,342-11.8% |
| Participant deferral / active EE | $4,271 | $2,823+51.3% | $3,547+20.4% | $3,332+28.2% |
| Admin fee / account holder | $2,139 | $4,236-49.5% | $5,417-60.5% | $4,645-54.0% |