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 | $70,824 | $45,073+57.1% | $69,455+2.0% | $72,985-3.0% |
| Participation rate | 71.9% | 68.5%+3.4pp | 74.6%-2.7pp | 69.5%+2.4pp |
| Annual return | 20.61% | 22.65%-2.0pp | 28.97%-8.4pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,792 | $2,054+133.3% | $2,779+72.4% | $2,440+96.4% |
| Participant deferral / active EE | $2,203 | $2,602-15.3% | $3,535-37.7% | $3,607-38.9% |
| Admin fee / account holder | $1,265 | $3,056-58.6% | $3,839-67.0% | $5,124-75.3% |