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 | $138,976 | $153,772-9.6% | $133,980+3.7% | $273,961-49.3% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 3.99% | 36.51%-32.5pp | 29.30%-25.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,873 | $6,029-68.9% | $5,211-64.1% | $4,869-61.5% |
| Participant deferral / active EE | $5,179 | $6,958-25.6% | $6,282-17.6% | $5,287-2.1% |
| Admin fee / account holder | $19,958 | $11,765+69.6% | $9,324+114.0% | $10,132+97.0% |