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 | $127,074 | $64,707+96.4% | $112,228+13.2% | $68,494+85.5% |
| Participation rate | 72.3% | 67.2%+5.2pp | 75.1%-2.7pp | 67.9%+4.5pp |
| Annual return | 6.86% | -11.40%+18.3pp | 27.45%-20.6pp | -7.84%+14.7pp |
| Employer contribution / active EE | $2,336 | $2,746-14.9% | $3,635-35.7% | $2,596-10.0% |
| Participant deferral / active EE | $4,705 | $3,565+32.0% | $4,728-0.5% | $4,027+16.8% |
| Admin fee / account holder | $6,430 | $5,232+22.9% | $6,410+0.3% | $5,403+19.0% |