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 | $64,187 | $181,894-64.7% | $156,549-59.0% | $273,961-76.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 5.96% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,148 | $6,248-65.6% | $5,501-61.0% | $4,869-55.9% |
| Participant deferral / active EE | $5,279 | $5,550-4.9% | $4,871+8.4% | $5,287-0.2% |
| Admin fee / account holder | $18,907 | $15,559+21.5% | $13,027+45.1% | $10,132+86.6% |