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 | $134,711 | $138,347-2.6% | $184,203-26.9% | $80,856+66.6% |
| Participation rate | 93.1% | 83.9%+9.2pp | 86.8%+6.3pp | 67.6%+25.5pp |
| Annual return | 13.56% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,532 | $4,850-47.8% | $6,427-60.6% | $2,755-8.1% |
| Participant deferral / active EE | $7,473 | $7,071+5.7% | $9,131-18.2% | $4,296+74.0% |
| Admin fee / account holder | $16,306 | $10,483+55.5% | $13,901+17.3% | $6,918+135.7% |