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 | $77,696 | $76,552+1.5% | $123,892-37.3% | $62,891+23.5% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | 37.99% | 18.68%+19.3pp | 47.52%-9.5pp | 20.14%+17.8pp |
| Employer contribution / active EE | $2,762 | $2,883-4.2% | $4,617-40.2% | $2,281+21.1% |
| Participant deferral / active EE | $6,850 | $4,840+41.5% | $5,984+14.5% | $3,203+113.9% |
| Admin fee / account holder | $2,576 | $4,826-46.6% | $8,357-69.2% | $4,296-40.0% |