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 | $60,647 | $138,347-56.2% | $184,203-67.1% | $80,856-25.0% |
| Participation rate | 85.9% | 83.9%+2.0pp | 86.8%-0.9pp | 67.6%+18.3pp |
| Annual return | 17.46% | 20.02%-2.6pp | 28.81%-11.4pp | 35.59%-18.1pp |
| Employer contribution / active EE | $3,970 | $4,850-18.2% | $6,427-38.2% | $2,755+44.1% |
| Participant deferral / active EE | $8,672 | $7,071+22.6% | $9,131-5.0% | $4,296+101.9% |
| Admin fee / account holder | $4,188 | $10,483-60.1% | $13,901-69.9% | $6,918-39.5% |