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 | $81,761 | $67,894+20.4% | $89,340-8.5% | $82,448-0.8% |
| Participation rate | 94.9% | 64.0%+30.9pp | 69.6%+25.3pp | 68.1%+26.8pp |
| Annual return | 18.32% | 19.21%-0.9pp | 20.57%-2.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,308 | $1,828+81.0% | $2,231+48.3% | $2,551+29.7% |
| Participant deferral / active EE | $6,172 | $3,072+100.9% | $3,823+61.5% | $4,139+49.1% |
| Admin fee / account holder | $5,513 | $5,723-3.7% | $6,704-17.8% | $7,234-23.8% |