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 | $123,488 | $153,772-19.7% | $133,980-7.8% | $273,961-54.9% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 7.17% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,321 | $6,029-28.3% | $5,211-17.1% | $4,869-11.2% |
| Participant deferral / active EE | $4,979 | $6,958-28.4% | $6,282-20.7% | $5,287-5.8% |
| Admin fee / account holder | $620 | $11,765-94.7% | $9,324-93.4% | $10,132-93.9% |