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 | $186,456 | $181,894+2.5% | $156,549+19.1% | $273,961-31.9% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 6.92% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,601 | $6,248-58.4% | $5,501-52.7% | $4,869-46.6% |
| Participant deferral / active EE | $5,693 | $5,550+2.6% | $4,871+16.9% | $5,287+7.7% |
| Admin fee / account holder | $875 | $15,559-94.4% | $13,027-93.3% | $10,132-91.4% |