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 | $76,574 | $72,492+5.6% | $87,100-12.1% | $72,985+4.9% |
| Participation rate | 74.6% | 72.8%+1.8pp | 76.9%-2.2pp | 69.5%+5.1pp |
| Annual return | 17.82% | 24.46%-6.6pp | 28.19%-10.4pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,155 | $1,894+13.8% | $2,521-14.5% | $2,440-11.7% |
| Participant deferral / active EE | $3,739 | $3,270+14.4% | $4,049-7.6% | $3,607+3.7% |
| Admin fee / account holder | $2,919 | $5,055-42.3% | $7,497-61.1% | $5,124-43.0% |