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 5-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 | $74,412 | $100,773-26.2% | $88,946-16.3% | $142,382-47.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 14.52% | 70.18%-55.7pp | 57.82%-43.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,344 | $2,918-19.7% | $2,555-8.2% | $4,299-45.5% |
| Participant deferral / active EE | $3,745 | $5,230-28.4% | $4,581-18.3% | $6,507-42.4% |
| Admin fee / account holder | $11,253 | $9,693+16.1% | $8,261+36.2% | $12,624-10.9% |