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 | $86,323 | $72,492+19.1% | $87,100-0.9% | $72,985+18.3% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.9%-2.6pp | 69.5%+4.8pp |
| Annual return | 16.69% | 24.46%-7.8pp | 28.19%-11.5pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,505 | $1,894-20.5% | $2,521-40.3% | $2,440-38.3% |
| Participant deferral / active EE | $3,729 | $3,270+14.1% | $4,049-7.9% | $3,607+3.4% |
| Admin fee / account holder | $1,599 | $5,055-68.4% | $7,497-78.7% | $5,124-68.8% |