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 | $66,579 | $90,503-26.4% | $78,689-15.4% | $273,961-75.7% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 5.14% | 75.60%-70.5pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,368 | $3,176+6.1% | $2,851+18.2% | $4,869-30.8% |
| Participant deferral / active EE | $7,949 | $3,901+103.8% | $3,517+126.0% | $5,287+50.4% |
| Admin fee / account holder | $11,430 | $5,263+117.2% | $4,510+153.4% | $10,132+12.8% |