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 | $189,529 | $135,952+39.4% | $123,892+53.0% | $273,961-30.8% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 8.22% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.2pp |
| Employer contribution / active EE | $4,847 | $5,170-6.2% | $4,617+5.0% | $4,869-0.5% |
| Participant deferral / active EE | $9,545 | $6,343+50.5% | $5,984+59.5% | $5,287+80.5% |
| Admin fee / account holder | $1,778 | $9,817-81.9% | $8,357-78.7% | $10,132-82.5% |