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 | $78,639 | $59,443+32.3% | $70,164+12.1% | $75,163+4.6% |
| Participation rate | 85.5% | 71.6%+13.9pp | 78.8%+6.7pp | 67.2%+18.3pp |
| Annual return | 18.05% | 18.53%-0.5pp | 18.87%-0.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,064 | $3,306-7.3% | $4,287-28.5% | $2,670+14.8% |
| Participant deferral / active EE | $3,264 | $3,653-10.6% | $5,395-39.5% | $4,125-20.9% |
| Admin fee / account holder | $2,473 | $4,397-43.8% | $4,561-45.8% | $5,651-56.2% |