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 | $100,787 | $153,772-34.5% | $133,980-24.8% | $273,961-63.2% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 6.67% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $17,377 | $6,029+188.2% | $5,211+233.4% | $4,869+256.9% |
| Participant deferral / active EE | $16,231 | $6,958+133.3% | $6,282+158.4% | $5,287+207.0% |
| Admin fee / account holder | $47,961 | $11,765+307.7% | $9,324+414.4% | $10,132+373.4% |