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 | $66,398 | $132,239-49.8% | $105,722-37.2% | $273,961-75.8% |
| Participation rate | 72.2% | 83.2%-11.0pp | 78.9%-6.7pp | 83.0%-10.8pp |
| Annual return | 7.66% | 10.07%-2.4pp | 12.25%-4.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $9,695 | $4,867+99.2% | $4,079+137.7% | $4,869+99.1% |
| Participant deferral / active EE | $9,960 | $6,233+59.8% | $5,326+87.0% | $5,287+88.4% |
| Admin fee / account holder | $18,843 | $12,032+56.6% | $8,308+126.8% | $10,132+86.0% |