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 | $82,224 | $65,365+25.8% | $92,893-11.5% | $72,985+12.7% |
| Participation rate | 87.3% | 68.3%+19.0pp | 76.0%+11.3pp | 69.5%+17.8pp |
| Annual return | 19.20% | 42.10%-22.9pp | 109.41%-90.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,674 | $2,594+3.1% | $3,653-26.8% | $2,440+9.6% |
| Participant deferral / active EE | $3,681 | $3,128+17.7% | $4,236-13.1% | $3,607+2.0% |
| Admin fee / account holder | $1,201 | $4,251-71.7% | $5,794-79.3% | $5,124-76.6% |