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 | $72,249 | $57,065+26.6% | $75,670-4.5% | $70,131+3.0% |
| Participation rate | 78.5% | 68.1%+10.4pp | 72.3%+6.1pp | 69.5%+8.9pp |
| Annual return | 19.37% | 23.57%-4.2pp | 27.34%-8.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,835 | $1,817+1.0% | $2,352-22.0% | $2,342-21.6% |
| Participant deferral / active EE | $5,524 | $2,580+114.1% | $3,142+75.8% | $3,332+65.8% |
| Admin fee / account holder | $1,183 | $3,825-69.1% | $5,800-79.6% | $4,645-74.5% |