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 | $75,561 | $78,520-3.8% | $96,576-21.8% | $82,448-8.4% |
| Participation rate | 78.7% | 77.7%+1.0pp | 81.4%-2.7pp | 68.1%+10.7pp |
| Annual return | 40.93% | 41.30%-0.4pp | 38.47%+2.5pp | 41.64%-0.7pp |
| Employer contribution / active EE | $2,716 | $2,630+3.3% | $3,553-23.6% | $2,551+6.5% |
| Participant deferral / active EE | $6,585 | $6,754-2.5% | $7,956-17.2% | $4,139+59.1% |
| Admin fee / account holder | $52,118 | $13,455+287.4% | $11,381+357.9% | $7,234+620.4% |