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 | $76,348 | $69,515+9.8% | $86,874-12.1% | $85,850-11.1% |
| Participation rate | 82.1% | 66.3%+15.7pp | 71.6%+10.4pp | 69.3%+12.7pp |
| Annual return | 16.36% | 20.12%-3.8pp | 63.52%-47.2pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,726 | $1,880-8.2% | $2,495-30.8% | $2,565-32.7% |
| Participant deferral / active EE | $3,239 | $2,919+11.0% | $3,699-12.4% | $3,952-18.0% |
| Admin fee / account holder | $1,071 | $5,972-82.1% | $5,828-81.6% | $6,260-82.9% |