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 | $69,387 | $181,894-61.9% | $156,549-55.7% | $273,961-74.7% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 8.55% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $3,894 | $6,248-37.7% | $5,501-29.2% | $4,869-20.0% |
| Participant deferral / active EE | $10,609 | $5,550+91.2% | $4,871+117.8% | $5,287+100.7% |
| Admin fee / account holder | $44,246 | $15,559+184.4% | $13,027+239.6% | $10,132+336.7% |