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 | $135,435 | $135,952-0.4% | $123,892+9.3% | $273,961-50.6% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 4.11% | 56.63%-52.5pp | 47.52%-43.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,374 | $5,170-73.4% | $4,617-70.2% | $4,869-71.8% |
| Participant deferral / active EE | $3,150 | $6,343-50.3% | $5,984-47.4% | $5,287-40.4% |
| Admin fee / account holder | $1,395 | $9,817-85.8% | $8,357-83.3% | $10,132-86.2% |