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 | $75,106 | $153,772-51.2% | $133,980-43.9% | $273,961-72.6% |
| Participation rate | 82.4% | 88.4%-6.0pp | 87.1%-4.7pp | 83.0%-0.7pp |
| Annual return | 5.81% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $8,240 | $6,029+36.7% | $5,211+58.1% | $4,869+69.2% |
| Participant deferral / active EE | $10,197 | $6,958+46.5% | $6,282+62.3% | $5,287+92.9% |
| Admin fee / account holder | $3,850 | $11,765-67.3% | $9,324-58.7% | $10,132-62.0% |