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 | $124,762 | $132,239-5.7% | $105,722+18.0% | $273,961-54.5% |
| Participation rate | 78.9% | 83.2%-4.2pp | 78.9%0pp | 83.0%-4.1pp |
| Annual return | 7.71% | 10.07%-2.4pp | 12.25%-4.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,159 | $4,867-55.6% | $4,079-47.1% | $4,869-55.7% |
| Participant deferral / active EE | $6,622 | $6,233+6.2% | $5,326+24.3% | $5,287+25.3% |
| Admin fee / account holder | $24,740 | $12,032+105.6% | $8,308+197.8% | $10,132+144.2% |