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 | $76,180 | $72,492+5.1% | $87,100-12.5% | $72,985+4.4% |
| Participation rate | 73.3% | 72.8%+0.5pp | 76.9%-3.5pp | 69.5%+3.8pp |
| Annual return | 19.97% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,681 | $1,894-11.2% | $2,521-33.3% | $2,440-31.1% |
| Participant deferral / active EE | $3,195 | $3,270-2.3% | $4,049-21.1% | $3,607-11.4% |
| Admin fee / account holder | $732 | $5,055-85.5% | $7,497-90.2% | $5,124-85.7% |