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 | $72,094 | $84,233-14.4% | $170,442-57.7% | $70,131+2.8% |
| Participation rate | 72.6% | 70.8%+1.7pp | 83.6%-11.0pp | 69.5%+3.0pp |
| Annual return | 17.16% | 23.06%-5.9pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $954 | $3,387-71.8% | $5,433-82.4% | $2,342-59.3% |
| Participant deferral / active EE | $3,555 | $3,086+15.2% | $4,939-28.0% | $3,332+6.7% |
| Admin fee / account holder | $2,885 | $5,698-49.4% | $13,880-79.2% | $4,645-37.9% |