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 | $132,880 | $135,952-2.3% | $123,892+7.3% | $273,961-51.5% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 5.33% | 56.63%-51.3pp | 47.52%-42.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $5,795 | $5,170+12.1% | $4,617+25.5% | $4,869+19.0% |
| Participant deferral / active EE | $9,037 | $6,343+42.5% | $5,984+51.0% | $5,287+70.9% |
| Admin fee / account holder | $4,857 | $9,817-50.5% | $8,357-41.9% | $10,132-52.1% |