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 | $37,815 | $99,341-61.9% | $84,750-55.4% | $273,961-86.2% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 4.18% | 22.93%-18.8pp | 22.78%-18.6pp | 41.45%-37.3pp |
| Employer contribution / active EE | $2,499 | $4,214-40.7% | $3,574-30.1% | $4,869-48.7% |
| Participant deferral / active EE | $10,853 | $4,269+154.2% | $3,712+192.4% | $5,287+105.3% |
| Admin fee / account holder | $12,500 | $6,644+88.1% | $5,332+134.4% | $10,132+23.4% |