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 | $78,031 | $77,634+0.5% | $156,549-50.2% | $62,891+24.1% |
| Participation rate | 84.8% | 71.2%+13.6pp | 84.0%+0.8pp | 69.3%+15.5pp |
| Annual return | 7.39% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,718 | $3,444-21.1% | $5,501-50.6% | $2,281+19.2% |
| Participant deferral / active EE | $3,669 | $3,045+20.5% | $4,871-24.7% | $3,203+14.5% |
| Admin fee / account holder | $4,025 | $5,561-27.6% | $13,027-69.1% | $4,296-6.3% |