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 | $138,451 | $181,894-23.9% | $156,549-11.6% | $273,961-49.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 6.70% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,479 | $6,248-44.3% | $5,501-36.8% | $4,869-28.6% |
| Participant deferral / active EE | $6,581 | $5,550+18.6% | $4,871+35.1% | $5,287+24.5% |
| Admin fee / account holder | $14,501 | $15,559-6.8% | $13,027+11.3% | $10,132+43.1% |