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 | $87,621 | $94,031-6.8% | $115,768-24.3% | $82,448+6.3% |
| Participation rate | 78.0% | 70.4%+7.6pp | 74.4%+3.6pp | 68.1%+9.9pp |
| Annual return | 17.12% | 20.61%-3.5pp | 100.46%-83.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,204 | $2,323-5.1% | $2,940-25.0% | $2,551-13.6% |
| Participant deferral / active EE | $5,179 | $3,972+30.4% | $4,917+5.3% | $4,139+25.1% |
| Admin fee / account holder | $2,541 | $10,249-75.2% | $12,439-79.6% | $7,234-64.9% |