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 | $81,535 | $138,347-41.1% | $184,203-55.7% | $80,856+0.8% |
| Participation rate | 83.8% | 83.9%-0.1pp | 86.8%-3.1pp | 67.6%+16.1pp |
| Annual return | 12.92% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,650 | $4,850-66.0% | $6,427-74.3% | $2,755-40.1% |
| Participant deferral / active EE | $6,700 | $7,071-5.2% | $9,131-26.6% | $4,296+56.0% |
| Admin fee / account holder | $7,603 | $10,483-27.5% | $13,901-45.3% | $6,918+9.9% |