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 | $144,746 | $181,894-20.4% | $156,549-7.5% | $273,961-47.2% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.88% | 30.74%-21.9pp | 32.23%-23.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,788 | $6,248-55.4% | $5,501-49.3% | $4,869-42.7% |
| Participant deferral / active EE | $5,613 | $5,550+1.1% | $4,871+15.2% | $5,287+6.2% |
| Admin fee / account holder | $25,251 | $15,559+62.3% | $13,027+93.8% | $10,132+149.2% |