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 | $171,567 | $153,772+11.6% | $133,980+28.1% | $273,961-37.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 10.38% | 36.51%-26.1pp | 29.30%-18.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $4,258 | $6,029-29.4% | $5,211-18.3% | $4,869-12.6% |
| Participant deferral / active EE | $8,328 | $6,958+19.7% | $6,282+32.6% | $5,287+57.5% |
| Admin fee / account holder | $5,517 | $11,765-53.1% | $9,324-40.8% | $10,132-45.5% |