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 | $145,664 | $135,952+7.1% | $123,892+17.6% | $273,961-46.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.32% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $4,586 | $5,170-11.3% | $4,617-0.7% | $4,869-5.8% |
| Participant deferral / active EE | $6,037 | $6,343-4.8% | $5,984+0.9% | $5,287+14.2% |
| Admin fee / account holder | $1,716 | $9,817-82.5% | $8,357-79.5% | $10,132-83.1% |