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 | $54,945 | $181,894-69.8% | $156,549-64.9% | $273,961-79.9% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 7.16% | 30.74%-23.6pp | 32.23%-25.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,724 | $6,248-40.4% | $5,501-32.3% | $4,869-23.5% |
| Participant deferral / active EE | $6,643 | $5,550+19.7% | $4,871+36.4% | $5,287+25.7% |
| Admin fee / account holder | $5,177 | $15,559-66.7% | $13,027-60.3% | $10,132-48.9% |