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 | $68,270 | $45,073+51.5% | $69,455-1.7% | $72,985-6.5% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.6%+22.4pp | 69.5%+27.6pp |
| Annual return | 21.84% | 22.65%-0.8pp | 28.97%-7.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,150 | $2,054+53.4% | $2,779+13.3% | $2,440+29.1% |
| Participant deferral / active EE | $2,288 | $2,602-12.1% | $3,535-35.3% | $3,607-36.6% |
| Admin fee / account holder | $1,749 | $3,056-42.8% | $3,839-54.4% | $5,124-65.9% |