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 | $158,041 | $153,772+2.8% | $133,980+18.0% | $273,961-42.3% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.1%+4.6pp | 83.0%+8.7pp |
| Annual return | 8.22% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,959 | $6,029-34.3% | $5,211-24.0% | $4,869-18.7% |
| Participant deferral / active EE | $9,496 | $6,958+36.5% | $6,282+51.2% | $5,287+79.6% |
| Admin fee / account holder | $12,244 | $11,765+4.1% | $9,324+31.3% | $10,132+20.8% |