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 | $65,925 | $93,571-29.5% | $135,903-51.5% | $75,163-12.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 24.69% | 30.90%-6.2pp | 68.23%-43.5pp | 160.62%-135.9pp |
| Employer contribution / active EE | $3,904 | $3,537+10.4% | $4,856-19.6% | $2,670+46.2% |
| Participant deferral / active EE | $7,506 | $6,404+17.2% | $7,758-3.2% | $4,125+82.0% |
| Admin fee / account holder | $2,910 | $6,975-58.3% | $10,762-73.0% | $5,651-48.5% |