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 | $87,405 | $109,413-20.1% | $156,263-44.1% | $84,808+3.1% |
| Participation rate | 70.4% | 72.7%-2.3pp | 78.9%-8.5pp | 68.3%+2.1pp |
| Annual return | 13.11% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,441 | $2,907-16.0% | $4,333-43.7% | $2,631-7.2% |
| Participant deferral / active EE | $3,322 | $4,590-27.6% | $6,158-46.1% | $4,212-21.1% |
| Admin fee / account holder | $385 | $9,357-95.9% | $14,255-97.3% | $7,344-94.8% |