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 | $152,789 | $215,361-29.1% | $171,082-10.7% | $273,961-44.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 6.15% | 25.14%-19.0pp | 32.56%-26.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,437 | $4,967-71.1% | $4,002-64.1% | $4,869-70.5% |
| Participant deferral / active EE | $4,820 | $5,543-13.0% | $4,797+0.5% | $5,287-8.8% |
| Admin fee / account holder | $13,793 | $10,846+27.2% | $8,520+61.9% | $10,132+36.1% |