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 | $75,618 | $87,037-13.1% | $106,201-28.8% | $80,874-6.5% |
| Participation rate | 72.7% | 70.4%+2.3pp | 75.3%-2.6pp | 67.6%+5.1pp |
| Annual return | 22.25% | 17.05%+5.2pp | 116.26%-94.0pp | 35.62%-13.4pp |
| Employer contribution / active EE | $2,129 | $2,396-11.1% | $3,170-32.8% | $2,756-22.7% |
| Participant deferral / active EE | $4,456 | $3,986+11.8% | $5,012-11.1% | $4,297+3.7% |
| Admin fee / account holder | $8,544 | $8,434+1.3% | $11,039-22.6% | $6,935+23.2% |