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 | $69,052 | $67,606+2.1% | $82,313-16.1% | $70,131-1.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.34% | 21.57%-9.2pp | 25.88%-13.5pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,683 | $1,755-4.1% | $2,428-30.7% | $2,342-28.1% |
| Participant deferral / active EE | $3,472 | $2,987+16.2% | $3,706-6.3% | $3,332+4.2% |
| Admin fee / account holder | $5,344 | $4,512+18.4% | $5,608-4.7% | $4,645+15.0% |