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 | $87,503 | $83,477+4.8% | $125,175-30.1% | $72,985+19.9% |
| Participation rate | 87.1% | 73.3%+13.8pp | 79.8%+7.3pp | 69.5%+17.6pp |
| Annual return | 19.88% | 25.78%-5.9pp | 43.79%-23.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $2,205 | $2,345-6.0% | $3,865-43.0% | $2,440-9.6% |
| Participant deferral / active EE | $3,765 | $3,585+5.0% | $4,937-23.7% | $3,607+4.4% |
| Admin fee / account holder | $7,213 | $5,517+30.7% | $9,702-25.7% | $5,124+40.8% |