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 | $82,099 | $153,772-46.6% | $133,980-38.7% | $273,961-70.0% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 17.78% | 36.51%-18.7pp | 29.30%-11.5pp | 41.45%-23.7pp |
| Employer contribution / active EE | $9,883 | $6,029+63.9% | $5,211+89.6% | $4,869+103.0% |
| Participant deferral / active EE | $9,970 | $6,958+43.3% | $6,282+58.7% | $5,287+88.6% |
| Admin fee / account holder | $4,432 | $11,765-62.3% | $9,324-52.5% | $10,132-56.3% |