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 | $85,389 | $74,927+14.0% | $101,794-16.1% | $84,808+0.7% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.2%+5.2pp | 68.3%+6.0pp |
| Annual return | 13.89% | 18.70%-4.8pp | 30.53%-16.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,819 | $1,522+19.5% | $2,289-20.5% | $2,631-30.9% |
| Participant deferral / active EE | $2,810 | $3,099-9.3% | $4,084-31.2% | $4,212-33.3% |
| Admin fee / account holder | $2,957 | $6,514-54.6% | $8,777-66.3% | $7,344-59.7% |