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 | $113,898 | $77,634+46.7% | $156,549-27.2% | $62,891+81.1% |
| Participation rate | 71.1% | 71.2%-0.1pp | 84.0%-13.0pp | 69.3%+1.7pp |
| Annual return | 8.25% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,390 | $3,444-59.6% | $5,501-74.7% | $2,281-39.1% |
| Participant deferral / active EE | $3,137 | $3,045+3.0% | $4,871-35.6% | $3,203-2.1% |
| Admin fee / account holder | $1,877 | $5,561-66.3% | $13,027-85.6% | $4,296-56.3% |