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 | $113,672 | $135,952-16.4% | $123,892-8.2% | $273,961-58.5% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 8.65% | 56.63%-48.0pp | 47.52%-38.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,820 | $5,170-45.4% | $4,617-38.9% | $4,869-42.1% |
| Participant deferral / active EE | $5,300 | $6,343-16.4% | $5,984-11.4% | $5,287+0.2% |
| Admin fee / account holder | $4,906 | $9,817-50.0% | $8,357-41.3% | $10,132-51.6% |