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 | $56,441 | $181,894-69.0% | $156,549-63.9% | $273,961-79.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 6.43% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $4,947 | $6,248-20.8% | $5,501-10.1% | $4,869+1.6% |
| Participant deferral / active EE | $2,870 | $5,550-48.3% | $4,871-41.1% | $5,287-45.7% |
| Admin fee / account holder | $518 | $15,559-96.7% | $13,027-96.0% | $10,132-94.9% |