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 | $70,618 | $54,762+29.0% | $90,281-21.8% | $72,985-3.2% |
| Participation rate | 73.3% | 65.1%+8.2pp | 73.3%+0.1pp | 69.5%+3.8pp |
| Annual return | 23.14% | 30.63%-7.5pp | 78.10%-55.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,455 | $2,092-30.5% | $2,854-49.0% | $2,440-40.4% |
| Participant deferral / active EE | $2,560 | $2,887-11.3% | $3,885-34.1% | $3,607-29.0% |
| Admin fee / account holder | $826 | $3,972-79.2% | $5,351-84.6% | $5,124-83.9% |