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 | $80,812 | $85,766-5.8% | $136,294-40.7% | $70,131+15.2% |
| Participation rate | 72.1% | 74.2%-2.1pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 18.85% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $693 | $2,966-76.6% | $4,695-85.2% | $2,342-70.4% |
| Participant deferral / active EE | $5,229 | $5,051+3.5% | $6,247-16.3% | $3,332+56.9% |
| Admin fee / account holder | $939 | $5,420-82.7% | $9,243-89.8% | $4,645-79.8% |