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 | $74,687 | $100,923-26.0% | $150,045-50.2% | $74,304+0.5% |
| Participation rate | 72.1% | 70.1%+2.0pp | 82.3%-10.2pp | 60.3%+11.8pp |
| Annual return | 18.72% | 51.77%-33.0pp | 62.55%-43.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $2,916 | $3,463-15.8% | $4,693-37.9% | $2,241+30.1% |
| Participant deferral / active EE | $6,386 | $6,709-4.8% | $7,997-20.1% | $3,767+69.5% |
| Admin fee / account holder | $2,429 | $2,767-12.2% | $13,435-81.9% | $2,969-18.2% |