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 | $77,237 | $65,365+18.2% | $92,893-16.9% | $72,985+5.8% |
| Participation rate | 73.6% | 68.3%+5.3pp | 76.0%-2.4pp | 69.5%+4.1pp |
| Annual return | 16.84% | 42.10%-25.3pp | 109.41%-92.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $2,107 | $2,594-18.8% | $3,653-42.3% | $2,440-13.6% |
| Participant deferral / active EE | $3,521 | $3,128+12.6% | $4,236-16.9% | $3,607-2.4% |
| Admin fee / account holder | $2,750 | $4,251-35.3% | $5,794-52.5% | $5,124-46.3% |