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 | $203,042 | $181,894+11.6% | $156,549+29.7% | $273,961-25.9% |
| Participation rate | 72.2% | 88.4%-16.2pp | 84.0%-11.8pp | 83.0%-10.8pp |
| Annual return | 4.33% | 30.74%-26.4pp | 32.23%-27.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $2,742 | $6,248-56.1% | $5,501-50.2% | $4,869-43.7% |
| Participant deferral / active EE | $7,502 | $5,550+35.2% | $4,871+54.0% | $5,287+41.9% |
| Admin fee / account holder | $5,834 | $15,559-62.5% | $13,027-55.2% | $10,132-42.4% |