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 | $130,750 | $135,952-3.8% | $123,892+5.5% | $273,961-52.3% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.60% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,623 | $5,170-49.3% | $4,617-43.2% | $4,869-46.1% |
| Participant deferral / active EE | $6,683 | $6,343+5.4% | $5,984+11.7% | $5,287+26.4% |
| Admin fee / account holder | $2,047 | $9,817-79.2% | $8,357-75.5% | $10,132-79.8% |