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 | $137,832 | $146,267-5.8% | $197,124-30.1% | $82,448+67.2% |
| Participation rate | 90.2% | 84.0%+6.1pp | 86.7%+3.4pp | 68.1%+22.1pp |
| Annual return | 19.39% | 29.61%-10.2pp | 44.34%-25.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,674 | $4,723-1.0% | $6,227-24.9% | $2,551+83.2% |
| Participant deferral / active EE | $12,649 | $7,035+79.8% | $9,135+38.5% | $4,139+205.6% |
| Admin fee / account holder | $3,524 | $14,422-75.6% | $16,298-78.4% | $7,234-51.3% |