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 | $120,626 | $135,952-11.3% | $123,892-2.6% | $273,961-56.0% |
| Participation rate | 73.7% | 84.1%-10.4pp | 81.4%-7.7pp | 83.0%-9.3pp |
| Annual return | 6.54% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,293 | $5,170-36.3% | $4,617-28.7% | $4,869-32.4% |
| Participant deferral / active EE | $5,959 | $6,343-6.0% | $5,984-0.4% | $5,287+12.7% |
| Admin fee / account holder | $4,177 | $9,817-57.5% | $8,357-50.0% | $10,132-58.8% |