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 | $81,401 | $72,492+12.3% | $87,100-6.5% | $72,985+11.5% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 23.95% | 24.46%-0.5pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,670 | $1,894-11.8% | $2,521-33.8% | $2,440-31.5% |
| Participant deferral / active EE | $4,070 | $3,270+24.5% | $4,049+0.5% | $3,607+12.8% |
| Admin fee / account holder | $791 | $5,055-84.3% | $7,497-89.4% | $5,124-84.6% |