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 | $75,254 | $91,552-17.8% | $133,956-43.8% | $79,858-5.8% |
| Participation rate | 70.4% | 73.3%-3.0pp | 79.8%-9.5pp | 69.6%+0.7pp |
| Annual return | 26.85% | 61.85%-35.0pp | 45.09%-18.2pp | 31.71%-4.9pp |
| Employer contribution / active EE | $2,369 | $2,384-0.6% | $3,919-39.5% | $2,471-4.1% |
| Participant deferral / active EE | $3,988 | $3,733+6.8% | $5,048-21.0% | $3,740+6.6% |
| Admin fee / account holder | $2,056 | $6,321-67.5% | $8,927-77.0% | $5,306-61.3% |