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 | $159,886 | $181,894-12.1% | $156,549+2.1% | $273,961-41.6% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 4.93% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,094 | $6,248-66.5% | $5,501-61.9% | $4,869-57.0% |
| Participant deferral / active EE | $7,434 | $5,550+34.0% | $4,871+52.6% | $5,287+40.6% |
| Admin fee / account holder | $97,726 | $15,559+528.1% | $13,027+650.2% | $10,132+864.5% |