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 | $139,126 | $181,894-23.5% | $156,549-11.1% | $273,961-49.2% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 8.94% | 30.74%-21.8pp | 32.23%-23.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,236 | $6,248-64.2% | $5,501-59.3% | $4,869-54.1% |
| Participant deferral / active EE | $6,524 | $5,550+17.5% | $4,871+33.9% | $5,287+23.4% |
| Admin fee / account holder | $2,855 | $15,559-81.7% | $13,027-78.1% | $10,132-71.8% |