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 | $66,784 | $153,772-56.6% | $133,980-50.2% | $273,961-75.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 7.36% | 36.51%-29.2pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,817 | $6,029-53.3% | $5,211-45.9% | $4,869-42.1% |
| Participant deferral / active EE | $2,712 | $6,958-61.0% | $6,282-56.8% | $5,287-48.7% |
| Admin fee / account holder | $797 | $11,765-93.2% | $9,324-91.5% | $10,132-92.1% |