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 | $183,753 | $153,772+19.5% | $133,980+37.1% | $273,961-32.9% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 4.01% | 36.51%-32.5pp | 29.30%-25.3pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,599 | $6,029-56.9% | $5,211-50.1% | $4,869-46.6% |
| Participant deferral / active EE | $6,192 | $6,958-11.0% | $6,282-1.4% | $5,287+17.1% |
| Admin fee / account holder | $1,071 | $11,765-90.9% | $9,324-88.5% | $10,132-89.4% |