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 | $70,616 | $76,367-7.5% | $93,606-24.6% | $72,985-3.2% |
| Participation rate | 83.3% | 71.7%+11.6pp | 75.8%+7.5pp | 69.5%+13.8pp |
| Annual return | 31.39% | 25.82%+5.6pp | 32.76%-1.4pp | 81.00%-49.6pp |
| Employer contribution / active EE | $2,428 | $2,275+6.7% | $2,718-10.7% | $2,440-0.5% |
| Participant deferral / active EE | $5,676 | $3,538+60.4% | $4,069+39.5% | $3,607+57.3% |
| Admin fee / account holder | $4,808 | $6,838-29.7% | $7,888-39.1% | $5,124-6.2% |