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 | $142,788 | $138,347+3.2% | $184,203-22.5% | $80,856+76.6% |
| Participation rate | 73.7% | 83.9%-10.2pp | 86.8%-13.1pp | 67.6%+6.0pp |
| Annual return | 13.57% | 20.02%-6.4pp | 28.81%-15.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,932 | $4,850+1.7% | $6,427-23.3% | $2,755+79.0% |
| Participant deferral / active EE | $5,222 | $7,071-26.2% | $9,131-42.8% | $4,296+21.6% |
| Admin fee / account holder | $10,764 | $10,483+2.7% | $13,901-22.6% | $6,918+55.6% |