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 | $70,997 | $78,705-9.8% | $117,854-39.8% | $70,131+1.2% |
| Participation rate | 75.8% | 73.2%+2.6pp | 79.7%-3.9pp | 69.5%+6.2pp |
| Annual return | 21.52% | 23.30%-1.8pp | 335.08%-313.6pp | 73.14%-51.6pp |
| Employer contribution / active EE | $1,168 | $2,223-47.5% | $3,786-69.1% | $2,342-50.1% |
| Participant deferral / active EE | $5,839 | $3,297+77.1% | $4,482+30.3% | $3,332+75.3% |
| Admin fee / account holder | $5,572 | $5,065+10.0% | $8,020-30.5% | $4,645+19.9% |