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 | $132,951 | $135,952-2.2% | $123,892+7.3% | $273,961-51.5% |
| Participation rate | 79.2% | 84.1%-4.9pp | 81.4%-2.2pp | 83.0%-3.8pp |
| Annual return | 5.45% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,031 | $5,170-41.4% | $4,617-34.4% | $4,869-37.8% |
| Participant deferral / active EE | $6,926 | $6,343+9.2% | $5,984+15.7% | $5,287+31.0% |
| Admin fee / account holder | $1,268 | $9,817-87.1% | $8,357-84.8% | $10,132-87.5% |