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 | $79,520 | $153,772-48.3% | $133,980-40.6% | $273,961-71.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.36% | 36.51%-29.2pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,184 | $6,029-63.8% | $5,211-58.1% | $4,869-55.1% |
| Participant deferral / active EE | $5,397 | $6,958-22.4% | $6,282-14.1% | $5,287+2.1% |
| Admin fee / account holder | $5,535 | $11,765-53.0% | $9,324-40.6% | $10,132-45.4% |