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 | $130,437 | $135,952-4.1% | $123,892+5.3% | $273,961-52.4% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 6.54% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,040 | $5,170-21.9% | $4,617-12.5% | $4,869-17.0% |
| Participant deferral / active EE | $8,134 | $6,343+28.2% | $5,984+35.9% | $5,287+53.8% |
| Admin fee / account holder | $1,840 | $9,817-81.3% | $8,357-78.0% | $10,132-81.8% |