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 | $127,212 | $153,772-17.3% | $133,980-5.1% | $273,961-53.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 10.43% | 36.51%-26.1pp | 29.30%-18.9pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,666 | $6,029-72.4% | $5,211-68.0% | $4,869-65.8% |
| Participant deferral / active EE | $5,441 | $6,958-21.8% | $6,282-13.4% | $5,287+2.9% |
| Admin fee / account holder | $772 | $11,765-93.4% | $9,324-91.7% | $10,132-92.4% |