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 | $72,826 | $100,923-27.8% | $150,045-51.5% | $74,304-2.0% |
| Participation rate | 90.6% | 70.1%+20.5pp | 82.3%+8.2pp | 60.3%+30.2pp |
| Annual return | 15.85% | 51.77%-35.9pp | 62.55%-46.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,578 | $3,463-25.6% | $4,693-45.1% | $2,241+15.0% |
| Participant deferral / active EE | $5,922 | $6,709-11.7% | $7,997-25.9% | $3,767+57.2% |
| Admin fee / account holder | $3,752 | $2,767+35.6% | $13,435-72.1% | $2,969+26.4% |