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 | $128,489 | $181,894-29.4% | $156,549-17.9% | $273,961-53.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 6.95% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $4,474 | $6,248-28.4% | $5,501-18.7% | $4,869-8.1% |
| Participant deferral / active EE | $6,644 | $5,550+19.7% | $4,871+36.4% | $5,287+25.7% |
| Admin fee / account holder | $544 | $15,559-96.5% | $13,027-95.8% | $10,132-94.6% |