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 | $74,216 | $65,041+14.1% | $90,951-18.4% | $79,858-7.1% |
| Participation rate | 71.4% | 61.6%+9.8pp | 69.0%+2.4pp | 69.6%+1.8pp |
| Annual return | 17.76% | 30.45%-12.7pp | 134.60%-116.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,314 | $1,247+5.4% | $2,122-38.1% | $2,471-46.8% |
| Participant deferral / active EE | $2,434 | $2,512-3.1% | $3,373-27.8% | $3,740-34.9% |
| Admin fee / account holder | $2,931 | $4,536-35.4% | $5,959-50.8% | $5,306-44.8% |