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 | $117,255 | $135,952-13.8% | $123,892-5.4% | $273,961-57.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 5.88% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,286 | $5,170-55.8% | $4,617-50.5% | $4,869-53.0% |
| Participant deferral / active EE | $5,042 | $6,343-20.5% | $5,984-15.7% | $5,287-4.6% |
| Admin fee / account holder | $11,667 | $9,817+18.8% | $8,357+39.6% | $10,132+15.1% |