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 | $68,170 | $127,264-46.4% | $109,895-38.0% | $167,490-59.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 18.75% | 22.97%-4.2pp | 29.45%-10.7pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,736 | $3,322-17.6% | $2,842-3.7% | $4,837-43.4% |
| Participant deferral / active EE | $4,224 | $4,514-6.4% | $4,048+4.4% | $6,341-33.4% |
| Admin fee / account holder | $3,724 | $7,114-47.7% | $6,066-38.6% | $12,309-69.7% |