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 | $75,400 | $96,484-21.9% | $156,263-51.7% | $74,304+1.5% |
| Participation rate | 84.5% | 67.7%+16.8pp | 78.9%+5.6pp | 60.3%+24.1pp |
| Annual return | 34.65% | 17.73%+16.9pp | 59.47%-24.8pp | 29.43%+5.2pp |
| Employer contribution / active EE | $2,106 | $2,528-16.7% | $4,333-51.4% | $2,241-6.0% |
| Participant deferral / active EE | $3,916 | $4,286-8.6% | $6,158-36.4% | $3,767+4.0% |
| Admin fee / account holder | $1,156 | $3,728-69.0% | $14,255-91.9% | $2,969-61.1% |