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 | $87,687 | $83,477+5.0% | $125,175-29.9% | $72,985+20.1% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.5%+18.0pp |
| Annual return | 16.38% | 25.78%-9.4pp | 43.79%-27.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $2,210 | $2,345-5.8% | $3,865-42.8% | $2,440-9.4% |
| Participant deferral / active EE | $3,453 | $3,585-3.7% | $4,937-30.1% | $3,607-4.3% |
| Admin fee / account holder | $5,016 | $5,517-9.1% | $9,702-48.3% | $5,124-2.1% |