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 | $76,616 | $109,413-30.0% | $156,263-51.0% | $84,808-9.7% |
| Participation rate | 72.5% | 72.7%-0.2pp | 78.9%-6.4pp | 68.3%+4.2pp |
| Annual return | 12.61% | 20.18%-7.6pp | 59.47%-46.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,540 | $2,907-12.6% | $4,333-41.4% | $2,631-3.5% |
| Participant deferral / active EE | $4,266 | $4,590-7.0% | $6,158-30.7% | $4,212+1.3% |
| Admin fee / account holder | $27,894 | $9,357+198.1% | $14,255+95.7% | $7,344+279.8% |