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 5-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 | $86,650 | $138,347-37.4% | $184,203-53.0% | $80,856+7.2% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.6%+10.1pp |
| Annual return | 15.06% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,367 | $4,850-10.0% | $6,427-32.1% | $2,755+58.5% |
| Participant deferral / active EE | $11,397 | $7,071+61.2% | $9,131+24.8% | $4,296+165.3% |
| Admin fee / account holder | $18,116 | $10,483+72.8% | $13,901+30.3% | $6,918+161.9% |