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 | $72,460 | $49,227+47.2% | $70,449+2.9% | $79,858-9.3% |
| Participation rate | 74.5% | 69.2%+5.3pp | 75.1%-0.6pp | 69.6%+4.8pp |
| Annual return | 14.67% | 30.06%-15.4pp | 109.03%-94.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,260 | $2,768+17.8% | $3,709-12.1% | $3,740-12.8% |
| Admin fee / account holder | $13,437 | $2,878+366.9% | $3,845+249.5% | $5,306+153.2% |