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 | $166,577 | $135,952+22.5% | $123,892+34.5% | $273,961-39.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.69% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,007 | $5,170-41.8% | $4,617-34.9% | $4,869-38.2% |
| Participant deferral / active EE | $5,613 | $6,343-11.5% | $5,984-6.2% | $5,287+6.2% |
| Admin fee / account holder | $2,132 | $9,817-78.3% | $8,357-74.5% | $10,132-79.0% |