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 | $143,841 | $210,408-31.6% | $153,485-6.3% | $145,922-1.4% |
| Participation rate | 85.7% | 82.1%+3.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 10.38% | 13.37%-3.0pp | 15.65%-5.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,598 | $6,048-24.0% | $5,039-8.8% | $4,660-1.3% |
| Participant deferral / active EE | $13,033 | $7,975+63.4% | $6,757+92.9% | $6,688+94.9% |
| Admin fee / account holder | $10,166 | $19,419-47.6% | $12,724-20.1% | $13,397-24.1% |