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 | $133,091 | $135,952-2.1% | $123,892+7.4% | $273,961-51.4% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 8.58% | 56.63%-48.1pp | 47.52%-38.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,856 | $5,170-64.1% | $4,617-59.8% | $4,869-61.9% |
| Participant deferral / active EE | $6,361 | $6,343+0.3% | $5,984+6.3% | $5,287+20.3% |
| Admin fee / account holder | $31,862 | $9,817+224.6% | $8,357+281.3% | $10,132+214.5% |