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 | $64,680 | $117,983-45.2% | $101,794-36.5% | $142,382-54.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 10.50% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $3,162 | $2,773+14.0% | $2,289+38.1% | $4,299-26.4% |
| Participant deferral / active EE | $4,838 | $4,714+2.6% | $4,084+18.5% | $6,507-25.6% |
| Admin fee / account holder | $13,823 | $10,433+32.5% | $8,777+57.5% | $12,624+9.5% |