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 | $119,373 | $153,772-22.4% | $133,980-10.9% | $273,961-56.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 6.34% | 36.51%-30.2pp | 29.30%-23.0pp | 41.45%-35.1pp |
| Employer contribution / active EE | $5,137 | $6,029-14.8% | $5,211-1.4% | $4,869+5.5% |
| Participant deferral / active EE | $7,992 | $6,958+14.9% | $6,282+27.2% | $5,287+51.2% |
| Admin fee / account holder | $2,073 | $11,765-82.4% | $9,324-77.8% | $10,132-79.5% |