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 | $84,437 | $181,894-53.6% | $156,549-46.1% | $273,961-69.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 9.91% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $11,753 | $6,248+88.1% | $5,501+113.6% | $4,869+141.4% |
| Participant deferral / active EE | $6,032 | $5,550+8.7% | $4,871+23.8% | $5,287+14.1% |
| Admin fee / account holder | $3,162 | $15,559-79.7% | $13,027-75.7% | $10,132-68.8% |