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 | $78,942 | $72,492+8.9% | $87,100-9.4% | $72,985+8.2% |
| Participation rate | 91.1% | 72.8%+18.3pp | 76.9%+14.2pp | 69.5%+21.6pp |
| Annual return | 22.45% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,081 | $1,894+9.9% | $2,521-17.5% | $2,440-14.7% |
| Participant deferral / active EE | $4,191 | $3,270+28.2% | $4,049+3.5% | $3,607+16.2% |
| Admin fee / account holder | $1,314 | $5,055-74.0% | $7,497-82.5% | $5,124-74.4% |