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 | $78,818 | $55,706+41.5% | $75,886+3.9% | $72,985+8.0% |
| Participation rate | 78.9% | 61.1%+17.8pp | 69.3%+9.7pp | 69.5%+9.5pp |
| Annual return | 23.15% | 27.59%-4.4pp | 30.76%-7.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,724 | $1,687+2.2% | $2,500-31.0% | $2,440-29.3% |
| Participant deferral / active EE | $4,114 | $2,634+56.2% | $3,603+14.2% | $3,607+14.1% |
| Admin fee / account holder | $2,884 | $3,978-27.5% | $5,418-46.8% | $5,124-43.7% |