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 | $119,973 | $135,952-11.8% | $123,892-3.2% | $273,961-56.2% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 12.03% | 56.63%-44.6pp | 47.52%-35.5pp | 41.45%-29.4pp |
| Employer contribution / active EE | $3,099 | $5,170-40.1% | $4,617-32.9% | $4,869-36.3% |
| Participant deferral / active EE | $8,529 | $6,343+34.5% | $5,984+42.5% | $5,287+61.3% |
| Admin fee / account holder | $5,751 | $9,817-41.4% | $8,357-31.2% | $10,132-43.2% |