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 | $84,013 | $109,359-23.2% | $162,163-48.2% | $72,985+15.1% |
| Participation rate | 75.0% | 84.3%-9.3pp | 87.6%-12.6pp | 69.5%+5.5pp |
| Annual return | 23.40% | 25.46%-2.1pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,003 | $3,907-23.1% | $5,614-46.5% | $2,440+23.1% |
| Participant deferral / active EE | $6,371 | $5,481+16.2% | $7,298-12.7% | $3,607+76.6% |
| Admin fee / account holder | $3,798 | $7,972-52.4% | $10,843-65.0% | $5,124-25.9% |