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 | $84,722 | $138,347-38.8% | $184,203-54.0% | $80,856+4.8% |
| Participation rate | 76.7% | 83.9%-7.2pp | 86.8%-10.2pp | 67.6%+9.0pp |
| Annual return | 17.47% | 20.02%-2.6pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $3,548 | $4,850-26.8% | $6,427-44.8% | $2,755+28.8% |
| Participant deferral / active EE | $6,508 | $7,071-8.0% | $9,131-28.7% | $4,296+51.5% |
| Admin fee / account holder | $13,881 | $10,483+32.4% | $13,901-0.1% | $6,918+100.6% |