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 | $81,216 | $132,239-38.6% | $105,722-23.2% | $273,961-70.4% |
| Participation rate | 77.8% | 83.2%-5.4pp | 78.9%-1.1pp | 83.0%-5.2pp |
| Annual return | 4.94% | 10.07%-5.1pp | 12.25%-7.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,547 | $6,233-27.0% | $5,326-14.6% | $5,287-14.0% |
| Admin fee / account holder | $9,487 | $12,032-21.2% | $8,308+14.2% | $10,132-6.4% |