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 | $141,925 | $135,952+4.4% | $123,892+14.6% | $273,961-48.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.54% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,515 | $5,170-51.3% | $4,617-45.5% | $4,869-48.3% |
| Participant deferral / active EE | $8,883 | $6,343+40.0% | $5,984+48.4% | $5,287+68.0% |
| Admin fee / account holder | $1,554 | $9,817-84.2% | $8,357-81.4% | $10,132-84.7% |