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 | $63,737 | $87,870-27.5% | $113,168-43.7% | $74,304-14.2% |
| Participation rate | 75.9% | 70.7%+5.2pp | 76.6%-0.7pp | 60.3%+15.6pp |
| Annual return | 19.75% | 26.44%-6.7pp | 24.27%-4.5pp | 29.43%-9.7pp |
| Employer contribution / active EE | $2,103 | $2,277-7.6% | $2,975-29.3% | $2,241-6.2% |
| Participant deferral / active EE | $6,616 | $4,241+56.0% | $5,107+29.6% | $3,767+75.6% |
| Admin fee / account holder | $3,318 | $3,368-1.5% | $12,068-72.5% | $2,969+11.8% |