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 | $155,283 | $135,952+14.2% | $123,892+25.3% | $273,961-43.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 8.00% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,710 | $5,170-28.2% | $4,617-19.6% | $4,869-23.8% |
| Participant deferral / active EE | $6,517 | $6,343+2.8% | $5,984+8.9% | $5,287+23.3% |
| Admin fee / account holder | $3,549 | $9,817-63.8% | $8,357-57.5% | $10,132-65.0% |