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 | $61,434 | $51,045+20.4% | $70,515-12.9% | $71,457-14.0% |
| Participation rate | 73.3% | 59.4%+13.9pp | 68.3%+5.0pp | 67.9%+5.4pp |
| Annual return | 15.91% | 42.63%-26.7pp | 32.77%-16.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,829 | $1,790+2.2% | $2,973-38.5% | $2,588-29.3% |
| Participant deferral / active EE | $2,068 | $3,026-31.7% | $4,567-54.7% | $4,289-51.8% |
| Admin fee / account holder | $1,761 | $1,994-11.7% | $6,412-72.5% | $1,587+10.9% |