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 | $107,081 | $181,894-41.1% | $156,549-31.6% | $273,961-60.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.50% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,639 | $6,248-57.8% | $5,501-52.0% | $4,869-45.8% |
| Participant deferral / active EE | $10,874 | $5,550+95.9% | $4,871+123.2% | $5,287+105.7% |
| Admin fee / account holder | $869 | $15,559-94.4% | $13,027-93.3% | $10,132-91.4% |