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 | $79,702 | $51,175+55.7% | $70,515+13.0% | $75,163+6.0% |
| Participation rate | 70.8% | 60.9%+9.9pp | 68.3%+2.5pp | 67.2%+3.6pp |
| Annual return | 19.24% | 30.02%-10.8pp | 32.77%-13.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,577 | $1,826-13.7% | $2,973-47.0% | $2,670-40.9% |
| Participant deferral / active EE | $3,168 | $2,849+11.2% | $4,567-30.6% | $4,125-23.2% |
| Admin fee / account holder | $2,085 | $4,091-49.0% | $6,412-67.5% | $5,651-63.1% |