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 | $68,078 | $181,894-62.6% | $156,549-56.5% | $273,961-75.2% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 4.46% | 30.74%-26.3pp | 32.23%-27.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $16,204 | $6,248+159.4% | $5,501+194.6% | $4,869+232.8% |
| Participant deferral / active EE | $10,130 | $5,550+82.5% | $4,871+108.0% | $5,287+91.6% |
| Admin fee / account holder | $2,317 | $15,559-85.1% | $13,027-82.2% | $10,132-77.1% |