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 | $59,776 | $93,571-36.1% | $135,903-56.0% | $75,163-20.5% |
| Participation rate | 78.4% | 75.2%+3.3pp | 81.9%-3.5pp | 67.2%+11.2pp |
| Annual return | 21.03% | 30.90%-9.9pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,364 | $3,537-33.2% | $4,856-51.3% | $2,670-11.5% |
| Participant deferral / active EE | $8,787 | $6,404+37.2% | $7,758+13.3% | $4,125+113.0% |
| Admin fee / account holder | $1,680 | $6,975-75.9% | $10,762-84.4% | $5,651-70.3% |