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 | $72,378 | $54,762+32.2% | $90,281-19.8% | $72,985-0.8% |
| Participation rate | 70.0% | 65.1%+4.9pp | 73.3%-3.3pp | 69.5%+0.5pp |
| Annual return | 20.65% | 30.63%-10.0pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $4,179 | $2,092+99.7% | $2,854+46.4% | $2,440+71.3% |
| Participant deferral / active EE | $3,969 | $2,887+37.5% | $3,885+2.2% | $3,607+10.0% |
| Admin fee / account holder | $3,420 | $3,972-13.9% | $5,351-36.1% | $5,124-33.3% |