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 | $69,364 | $45,073+53.9% | $69,455-0.1% | $72,985-5.0% |
| Participation rate | 85.7% | 68.5%+17.2pp | 74.6%+11.1pp | 69.5%+16.2pp |
| Annual return | 19.02% | 22.65%-3.6pp | 28.97%-10.0pp | 81.00%-62.0pp |
| Employer contribution / active EE | $4,888 | $2,054+138.0% | $2,779+75.9% | $2,440+100.3% |
| Participant deferral / active EE | $4,656 | $2,602+79.0% | $3,535+31.7% | $3,607+29.1% |
| Admin fee / account holder | $4,781 | $3,056+56.5% | $3,839+24.5% | $5,124-6.7% |