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 | $80,277 | $72,492+10.7% | $87,100-7.8% | $72,985+10.0% |
| Participation rate | 93.0% | 72.8%+20.1pp | 76.9%+16.1pp | 69.5%+23.5pp |
| Annual return | 19.11% | 24.46%-5.3pp | 28.19%-9.1pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,836 | $1,894-3.0% | $2,521-27.2% | $2,440-24.7% |
| Participant deferral / active EE | $5,045 | $3,270+54.3% | $4,049+24.6% | $3,607+39.8% |
| Admin fee / account holder | $770 | $5,055-84.8% | $7,497-89.7% | $5,124-85.0% |