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 | $121,543 | $153,772-21.0% | $133,980-9.3% | $273,961-55.6% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 6.20% | 36.51%-30.3pp | 29.30%-23.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,552 | $6,029-57.7% | $5,211-51.0% | $4,869-47.6% |
| Participant deferral / active EE | $5,407 | $6,958-22.3% | $6,282-13.9% | $5,287+2.3% |
| Admin fee / account holder | $5,117 | $11,765-56.5% | $9,324-45.1% | $10,132-49.5% |