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 | $182,531 | $104,251+75.1% | $91,001+100.6% | $147,584+23.7% |
| Participation rate | 76.5% | 78.2%-1.8pp | 75.6%+0.9pp | 82.8%-6.4pp |
| Annual return | 20.90% | 27.06%-6.2pp | 4.60%+16.3pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,338 | $3,116-24.9% | $2,456-4.8% | $4,876-52.0% |
| Participant deferral / active EE | $5,816 | $4,195+38.6% | $3,547+63.9% | $5,439+6.9% |
| Admin fee / account holder | $1,160 | $8,948-87.0% | $5,417-78.6% | $10,885-89.3% |