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 | $115,876 | $181,894-36.3% | $156,549-26.0% | $273,961-57.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 6.48% | 30.74%-24.3pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $9,031 | $6,248+44.5% | $5,501+64.2% | $4,869+85.5% |
| Participant deferral / active EE | $5,452 | $5,550-1.8% | $4,871+11.9% | $5,287+3.1% |
| Admin fee / account holder | $1,906 | $15,559-87.8% | $13,027-85.4% | $10,132-81.2% |