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 | $144,257 | $99,341+45.2% | $84,750+70.2% | $273,961-47.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 7.85% | 22.93%-15.1pp | 22.78%-14.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,684 | $4,214-36.3% | $3,574-24.9% | $4,869-44.9% |
| Participant deferral / active EE | $7,020 | $4,269+64.4% | $3,712+89.1% | $5,287+32.8% |
| Admin fee / account holder | $1,885 | $6,644-71.6% | $5,332-64.7% | $10,132-81.4% |