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 | $81,453 | $109,413-25.6% | $156,263-47.9% | $84,808-4.0% |
| Participation rate | 78.4% | 72.7%+5.7pp | 78.9%-0.5pp | 68.3%+10.1pp |
| Annual return | 15.74% | 20.18%-4.4pp | 59.47%-43.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,851 | $2,907-1.9% | $4,333-34.2% | $2,631+8.3% |
| Participant deferral / active EE | $4,490 | $4,590-2.2% | $6,158-27.1% | $4,212+6.6% |
| Admin fee / account holder | $8,348 | $9,357-10.8% | $14,255-41.4% | $7,344+13.7% |