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 | $64,632 | $40,256+60.5% | $57,343+12.7% | $59,632+8.4% |
| Participation rate | 73.5% | 69.2%+4.3pp | 75.1%-1.6pp | 68.7%+4.8pp |
| Annual return | -1.30% | 27.49%-28.8pp | 24.39%-25.7pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,277 | $1,922+18.5% | $2,689-15.3% | $2,203+3.4% |
| Participant deferral / active EE | $3,234 | $2,399+34.8% | $3,162+2.3% | $3,192+1.3% |
| Admin fee / account holder | $3,401 | $2,818+20.7% | $3,356+1.4% | $4,297-20.8% |