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 | $133,440 | $181,894-26.6% | $156,549-14.8% | $273,961-51.3% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 6.33% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,860 | $6,248-54.2% | $5,501-48.0% | $4,869-41.3% |
| Participant deferral / active EE | $6,803 | $5,550+22.6% | $4,871+39.7% | $5,287+28.7% |
| Admin fee / account holder | $1,207 | $15,559-92.2% | $13,027-90.7% | $10,132-88.1% |