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 | $85,639 | $109,413-21.7% | $156,263-45.2% | $84,808+1.0% |
| Participation rate | 71.1% | 72.7%-1.6pp | 78.9%-7.9pp | 68.3%+2.7pp |
| Annual return | 15.57% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,127 | $2,907+7.6% | $4,333-27.8% | $2,631+18.9% |
| Participant deferral / active EE | $6,578 | $4,590+43.3% | $6,158+6.8% | $4,212+56.2% |
| Admin fee / account holder | $7,669 | $9,357-18.0% | $14,255-46.2% | $7,344+4.4% |