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 | $82,697 | $67,606+22.3% | $82,313+0.5% | $70,131+17.9% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.9%+9.5pp | 69.5%+16.8pp |
| Annual return | 15.51% | 21.57%-6.1pp | 25.88%-10.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,696 | $1,755-3.4% | $2,428-30.2% | $2,342-27.6% |
| Participant deferral / active EE | $5,301 | $2,987+77.5% | $3,706+43.0% | $3,332+59.1% |
| Admin fee / account holder | $988 | $4,512-78.1% | $5,608-82.4% | $4,645-78.7% |