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 7-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 | $82,701 | $101,724-18.7% | $164,813-49.8% | $80,856+2.3% |
| Participation rate | 71.6% | 71.8%-0.2pp | 78.6%-7.0pp | 67.6%+4.0pp |
| Annual return | 17.63% | 16.72%+0.9pp | 69.93%-52.3pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,197 | $2,953-25.6% | $4,341-49.4% | $2,755-20.3% |
| Participant deferral / active EE | $4,409 | $4,477-1.5% | $6,031-26.9% | $4,296+2.6% |
| Admin fee / account holder | $3,732 | $8,227-54.6% | $12,690-70.6% | $6,918-46.0% |