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 | $76,080 | $83,477-8.9% | $125,175-39.2% | $72,985+4.2% |
| Participation rate | 98.0% | 73.3%+24.6pp | 79.8%+18.2pp | 69.5%+28.5pp |
| Annual return | 21.65% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,463 | $2,345+47.7% | $3,865-10.4% | $2,440+42.0% |
| Participant deferral / active EE | $2,289 | $3,585-36.2% | $4,937-53.6% | $3,607-36.5% |
| Admin fee / account holder | $2,366 | $5,517-57.1% | $9,702-75.6% | $5,124-53.8% |