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 | $70,585 | $57,828+22.1% | $117,039-39.7% | $70,131+0.6% |
| Participation rate | 82.2% | 67.1%+15.1pp | 77.2%+5.0pp | 69.5%+12.7pp |
| Annual return | 16.30% | 17.55%-1.2pp | 18.95%-2.6pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,191 | $2,438+30.9% | $3,929-18.8% | $3,332-4.2% |
| Admin fee / account holder | $3,760 | $3,548+6.0% | $5,974-37.1% | $4,645-19.1% |