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 | $74,758 | $54,762+36.5% | $90,281-17.2% | $72,985+2.4% |
| Participation rate | 72.7% | 65.1%+7.6pp | 73.3%-0.5pp | 69.5%+3.2pp |
| Annual return | 22.07% | 30.63%-8.6pp | 78.10%-56.0pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,251 | $2,092+7.6% | $2,854-21.2% | $2,440-7.8% |
| Participant deferral / active EE | $3,896 | $2,887+35.0% | $3,885+0.3% | $3,607+8.0% |
| Admin fee / account holder | $779 | $3,972-80.4% | $5,351-85.4% | $5,124-84.8% |