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 | $125,279 | $181,894-31.1% | $156,549-20.0% | $273,961-54.3% |
| Participation rate | 78.9% | 88.4%-9.4pp | 84.0%-5.1pp | 83.0%-4.1pp |
| Annual return | 8.67% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $6,774 | $6,248+8.4% | $5,501+23.1% | $4,869+39.1% |
| Participant deferral / active EE | $2,729 | $5,550-50.8% | $4,871-44.0% | $5,287-48.4% |
| Admin fee / account holder | $3,750 | $15,559-75.9% | $13,027-71.2% | $10,132-63.0% |