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 | $183,471 | $181,894+0.9% | $156,549+17.2% | $273,961-33.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 9.15% | 30.74%-21.6pp | 32.23%-23.1pp | 41.45%-32.3pp |
| Employer contribution / active EE | $5,290 | $6,248-15.3% | $5,501-3.8% | $4,869+8.7% |
| Participant deferral / active EE | $10,602 | $5,550+91.0% | $4,871+117.7% | $5,287+100.5% |
| Admin fee / account holder | $1,627 | $15,559-89.5% | $13,027-87.5% | $10,132-83.9% |