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 | $121,532 | $132,239-8.1% | $105,722+15.0% | $273,961-55.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 78.9%+6.8pp | 83.0%+2.7pp |
| Annual return | 7.05% | 10.07%-3.0pp | 12.25%-5.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,466 | $4,867-49.3% | $4,079-39.5% | $4,869-49.3% |
| Participant deferral / active EE | $5,348 | $6,233-14.2% | $5,326+0.4% | $5,287+1.2% |
| Admin fee / account holder | $1,282 | $12,032-89.3% | $8,308-84.6% | $10,132-87.3% |