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 | $90,374 | $78,672+14.9% | $109,143-17.2% | $85,850+5.3% |
| Participation rate | 75.6% | 68.3%+7.3pp | 75.9%-0.3pp | 69.3%+6.2pp |
| Annual return | 29.90% | 25.09%+4.8pp | 25.75%+4.1pp | 318.53%-288.6pp |
| Employer contribution / active EE | $2,084 | $2,735-23.8% | $3,722-44.0% | $2,565-18.8% |
| Participant deferral / active EE | $4,515 | $3,467+30.2% | $4,653-3.0% | $3,952+14.3% |
| Admin fee / account holder | $4,671 | $5,469-14.6% | $6,752-30.8% | $6,260-25.4% |