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 | $70,440 | $45,035+56.4% | $62,995+11.8% | $70,131+0.4% |
| Participation rate | 78.4% | 69.5%+8.9pp | 74.8%+3.6pp | 69.5%+8.8pp |
| Annual return | 17.84% | 18.76%-0.9pp | 87.57%-69.7pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,228 | $2,051+8.6% | $2,759-19.2% | $2,342-4.9% |
| Participant deferral / active EE | $4,857 | $2,465+97.1% | $3,329+45.9% | $3,332+45.8% |
| Admin fee / account holder | $486 | $2,834-82.8% | $3,600-86.5% | $4,645-89.5% |