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 | $145,530 | $135,952+7.0% | $123,892+17.5% | $273,961-46.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.92% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $956 | $5,170-81.5% | $4,617-79.3% | $4,869-80.4% |
| Participant deferral / active EE | $6,437 | $6,343+1.5% | $5,984+7.6% | $5,287+21.8% |
| Admin fee / account holder | $605 | $9,817-93.8% | $8,357-92.8% | $10,132-94.0% |