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 | $119,217 | $135,952-12.3% | $123,892-3.8% | $273,961-56.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 10.75% | 56.63%-45.9pp | 47.52%-36.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $3,665 | $5,170-29.1% | $4,617-20.6% | $4,869-24.7% |
| Participant deferral / active EE | $6,097 | $6,343-3.9% | $5,984+1.9% | $5,287+15.3% |
| Admin fee / account holder | $3,611 | $9,817-63.2% | $8,357-56.8% | $10,132-64.4% |