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 | $72,198 | $109,881-34.3% | $150,045-51.9% | $84,808-14.9% |
| Participation rate | 82.7% | 76.1%+6.6pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 26.38% | 28.25%-1.9pp | 62.55%-36.2pp | 40.90%-14.5pp |
| Employer contribution / active EE | $2,993 | $3,561-16.0% | $4,693-36.2% | $2,631+13.8% |
| Participant deferral / active EE | $6,382 | $6,636-3.8% | $7,997-20.2% | $4,212+51.5% |
| Admin fee / account holder | $11,321 | $8,568+32.1% | $13,435-15.7% | $7,344+54.2% |