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 | $76,501 | $64,480+18.6% | $81,382-6.0% | $80,856-5.4% |
| Participation rate | 70.9% | 63.9%+7.1pp | 69.5%+1.4pp | 67.6%+3.3pp |
| Annual return | 16.51% | 16.34%+0.2pp | 24.73%-8.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,023 | $1,978-48.3% | $2,463-58.5% | $2,755-62.9% |
| Participant deferral / active EE | $1,510 | $3,094-51.2% | $3,883-61.1% | $4,296-64.8% |
| Admin fee / account holder | $5,961 | $5,671+5.1% | $5,768+3.3% | $6,918-13.8% |