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 | $69,404 | $53,777+29.1% | $134,143-48.3% | $79,858-13.1% |
| Participation rate | 73.3% | 58.8%+14.6pp | 72.2%+1.2pp | 69.6%+3.7pp |
| Annual return | 12.42% | 19.01%-6.6pp | 36.33%-23.9pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,223 | $1,321-7.4% | $3,704-67.0% | $2,471-50.5% |
| Participant deferral / active EE | $2,145 | $2,420-11.4% | $3,499-38.7% | $3,740-42.6% |
| Admin fee / account holder | $922 | $3,984-76.9% | $6,684-86.2% | $5,306-82.6% |