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 | $74,421 | $181,894-59.1% | $156,549-52.5% | $273,961-72.8% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 10.65% | 30.74%-20.1pp | 32.23%-21.6pp | 41.45%-30.8pp |
| Employer contribution / active EE | $8,282 | $6,248+32.6% | $5,501+50.6% | $4,869+70.1% |
| Participant deferral / active EE | $9,895 | $5,550+78.3% | $4,871+103.1% | $5,287+87.2% |
| Admin fee / account holder | $920 | $15,559-94.1% | $13,027-92.9% | $10,132-90.9% |