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 | $148,794 | $153,772-3.2% | $133,980+11.1% | $273,961-45.7% |
| Participation rate | 73.7% | 88.4%-14.7pp | 87.1%-13.4pp | 83.0%-9.3pp |
| Annual return | 7.99% | 36.51%-28.5pp | 29.30%-21.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $4,205 | $6,029-30.3% | $5,211-19.3% | $4,869-13.6% |
| Participant deferral / active EE | $10,408 | $6,958+49.6% | $6,282+65.7% | $5,287+96.8% |
| Admin fee / account holder | $2,528 | $11,765-78.5% | $9,324-72.9% | $10,132-75.0% |