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 | $76,160 | $148,978-48.9% | $200,582-62.0% | $84,808-10.2% |
| Participation rate | 77.6% | 84.2%-6.6pp | 86.9%-9.3pp | 68.3%+9.3pp |
| Annual return | 14.57% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,354 | $4,815-51.1% | $6,419-63.3% | $2,631-10.5% |
| Participant deferral / active EE | $5,535 | $7,142-22.5% | $9,331-40.7% | $4,212+31.4% |
| Admin fee / account holder | $7,050 | $13,977-49.6% | $16,305-56.8% | $7,344-4.0% |