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 | $73,672 | $77,503-4.9% | $100,391-26.6% | $80,856-8.9% |
| Participation rate | 78.5% | 76.9%+1.5pp | 81.5%-3.0pp | 67.6%+10.8pp |
| Annual return | 17.34% | 37.20%-19.9pp | 49.20%-31.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,668 | $2,801+31.0% | $3,942-6.9% | $2,755+33.1% |
| Participant deferral / active EE | $6,708 | $6,820-1.6% | $8,082-17.0% | $4,296+56.1% |
| Admin fee / account holder | $4,588 | $5,897-22.2% | $7,899-41.9% | $6,918-33.7% |