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 | $135,013 | $148,978-9.4% | $200,582-32.7% | $84,808+59.2% |
| Participation rate | 74.1% | 84.2%-10.2pp | 86.9%-12.8pp | 68.3%+5.8pp |
| Annual return | 14.76% | 28.16%-13.4pp | 42.33%-27.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,409 | $7,142+17.7% | $9,331-9.9% | $4,212+99.7% |
| Admin fee / account holder | $15,871 | $13,977+13.5% | $16,305-2.7% | $7,344+116.1% |