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 | $78,609 | $80,968-2.9% | $96,544-18.6% | $75,163+4.6% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 17.17% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,994 | $2,282-12.6% | $2,965-32.8% | $2,670-25.3% |
| Participant deferral / active EE | $4,623 | $3,928+17.7% | $4,851-4.7% | $4,125+12.1% |
| Admin fee / account holder | $1,224 | $6,724-81.8% | $8,252-85.2% | $5,651-78.3% |