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 | $153,748 | $177,572-13.4% | $154,803-0.7% | $142,382+8.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 18.08% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,552 | $4,810-46.9% | $4,305-40.7% | $4,299-40.6% |
| Participant deferral / active EE | $3,450 | $6,272-45.0% | $5,540-37.7% | $6,507-47.0% |
| Admin fee / account holder | $17,378 | $16,786+3.5% | $14,329+21.3% | $12,624+37.7% |