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 | $87,166 | $95,453-8.7% | $112,040-22.2% | $82,448+5.7% |
| Participation rate | 81.8% | 72.8%+9.1pp | 76.5%+5.3pp | 68.1%+13.8pp |
| Annual return | 18.10% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,734 | $2,318+17.9% | $2,954-7.5% | $2,551+7.2% |
| Participant deferral / active EE | $5,492 | $4,224+30.0% | $5,098+7.7% | $4,139+32.7% |
| Admin fee / account holder | $13,954 | $9,013+54.8% | $12,098+15.3% | $7,234+92.9% |