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 7-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 | $71,508 | $45,073+58.6% | $69,455+3.0% | $72,985-2.0% |
| Participation rate | 78.3% | 68.5%+9.8pp | 74.6%+3.7pp | 69.5%+8.8pp |
| Annual return | 22.79% | 22.65%+0.1pp | 28.97%-6.2pp | 81.00%-58.2pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,283 | $2,602+26.2% | $3,535-7.2% | $3,607-9.0% |
| Admin fee / account holder | $2,281 | $3,056-25.3% | $3,839-40.6% | $5,124-55.5% |