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 | $74,741 | $48,076+55.5% | $78,689-5.0% | $62,891+18.8% |
| Participation rate | 72.1% | 65.2%+6.9pp | 73.6%-1.5pp | 69.3%+2.8pp |
| Annual return | 6.12% | 31.35%-25.2pp | 62.18%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,539 | $2,015+26.0% | $2,851-10.9% | $2,281+11.3% |
| Participant deferral / active EE | $5,505 | $2,588+112.7% | $3,517+56.5% | $3,203+71.9% |
| Admin fee / account holder | $2,083 | $3,207-35.0% | $4,510-53.8% | $4,296-51.5% |