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 | $120,347 | $67,606+78.0% | $82,313+46.2% | $70,131+71.6% |
| Participation rate | 75.4% | 72.8%+2.6pp | 76.9%-1.5pp | 69.5%+5.9pp |
| Annual return | 13.72% | 21.57%-7.8pp | 25.88%-12.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,740 | $1,755-0.8% | $2,428-28.3% | $2,342-25.7% |
| Participant deferral / active EE | $3,479 | $2,987+16.5% | $3,706-6.1% | $3,332+4.4% |
| Admin fee / account holder | $3,324 | $4,512-26.3% | $5,608-40.7% | $4,645-28.4% |