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 | $45,405 | $153,772-70.5% | $133,980-66.1% | $273,961-83.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 14.27% | 36.51%-22.2pp | 29.30%-15.0pp | 41.45%-27.2pp |
| Employer contribution / active EE | $8,007 | $6,029+32.8% | $5,211+53.6% | $4,869+64.5% |
| Participant deferral / active EE | $11,929 | $6,958+71.4% | $6,282+89.9% | $5,287+125.6% |
| Admin fee / account holder | $11,462 | $11,765-2.6% | $9,324+22.9% | $10,132+13.1% |