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 | $145,489 | $138,347+5.2% | $184,203-21.0% | $80,856+79.9% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 11.55% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,604 | $4,850-46.3% | $6,427-59.5% | $2,755-5.5% |
| Participant deferral / active EE | $3,392 | $7,071-52.0% | $9,131-62.9% | $4,296-21.0% |
| Admin fee / account holder | $5,303 | $10,483-49.4% | $13,901-61.9% | $6,918-23.3% |