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 | $82,889 | $72,277+14.7% | $101,248-18.1% | $79,858+3.8% |
| Participation rate | 83.0% | 68.5%+14.6pp | 75.8%+7.2pp | 69.6%+13.4pp |
| Annual return | 20.45% | 22.30%-1.8pp | 46.47%-26.0pp | 31.71%-11.3pp |
| Employer contribution / active EE | $2,762 | $2,692+2.6% | $3,660-24.5% | $2,471+11.8% |
| Participant deferral / active EE | $3,391 | $3,282+3.3% | $4,370-22.4% | $3,740-9.3% |
| Admin fee / account holder | $11,082 | $4,400+151.8% | $5,945+86.4% | $5,306+108.8% |