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 | $129,288 | $135,952-4.9% | $123,892+4.4% | $273,961-52.8% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 11.96% | 56.63%-44.7pp | 47.52%-35.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $6,360 | $5,170+23.0% | $4,617+37.7% | $4,869+30.6% |
| Participant deferral / active EE | $6,998 | $6,343+10.3% | $5,984+16.9% | $5,287+32.4% |
| Admin fee / account holder | $1,505 | $9,817-84.7% | $8,357-82.0% | $10,132-85.1% |