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 | $158,873 | $135,952+16.9% | $123,892+28.2% | $273,961-42.0% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 8.49% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,404 | $5,170-53.5% | $4,617-47.9% | $4,869-50.6% |
| Participant deferral / active EE | $6,278 | $6,343-1.0% | $5,984+4.9% | $5,287+18.7% |
| Admin fee / account holder | $1,851 | $9,817-81.1% | $8,357-77.9% | $10,132-81.7% |