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 | $76,536 | $86,929-12.0% | $102,423-25.3% | $80,856-5.3% |
| Participation rate | 80.7% | 72.4%+8.3pp | 76.5%+4.2pp | 67.6%+13.0pp |
| Annual return | 12.08% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,883 | $2,369-20.5% | $3,023-37.7% | $2,755-31.7% |
| Participant deferral / active EE | $5,399 | $4,118+31.1% | $5,053+6.8% | $4,296+25.7% |
| Admin fee / account holder | $9,832 | $8,049+22.2% | $9,451+4.0% | $6,918+42.1% |