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 | $77,659 | $58,512+32.7% | $84,015-7.6% | $72,985+6.4% |
| Participation rate | 82.9% | 61.2%+21.6pp | 69.0%+13.8pp | 69.5%+13.4pp |
| Annual return | 17.58% | 28.93%-11.4pp | 71.31%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,421 | $1,163+108.2% | $1,983+22.1% | $2,440-0.8% |
| Participant deferral / active EE | $2,227 | $2,394-7.0% | $3,239-31.2% | $3,607-38.3% |
| Admin fee / account holder | $4,876 | $4,569+6.7% | $6,101-20.1% | $5,124-4.9% |