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 | $75,418 | $72,492+4.0% | $87,100-13.4% | $72,985+3.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.07% | 24.46%-5.4pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $2,178 | $1,894+15.0% | $2,521-13.6% | $2,440-10.7% |
| Participant deferral / active EE | $3,585 | $3,270+9.7% | $4,049-11.4% | $3,607-0.6% |
| Admin fee / account holder | $1,210 | $5,055-76.1% | $7,497-83.9% | $5,124-76.4% |