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 | $74,741 | $153,772-51.4% | $133,980-44.2% | $273,961-72.7% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | 6.99% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,348 | $6,029-77.6% | $5,211-74.1% | $4,869-72.3% |
| Participant deferral / active EE | $4,943 | $6,958-29.0% | $6,282-21.3% | $5,287-6.5% |
| Admin fee / account holder | $7,500 | $11,765-36.3% | $9,324-19.6% | $10,132-26.0% |