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 | $76,432 | $51,355+48.8% | $90,951-16.0% | - |
| Participation rate | 82.8% | 56.3%+26.5pp | 69.0%+13.8pp | - |
| Annual return | 15.88% | 22.61%-6.7pp | 134.60%-118.7pp | - |
| Employer contribution / active EE | $1,062 | $901+17.8% | $2,122-50.0% | - |
| Participant deferral / active EE | $3,281 | $2,212+48.4% | $3,373-2.7% | - |
| Admin fee / account holder | $7,279 | $7,937-8.3% | $5,959+22.2% | - |