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 | $129,401 | $181,894-28.9% | $156,549-17.3% | $273,961-52.8% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.46% | 30.74%-23.3pp | 32.23%-24.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,835 | $6,248-38.6% | $5,501-30.3% | $4,869-21.2% |
| Participant deferral / active EE | $6,538 | $5,550+17.8% | $4,871+34.2% | $5,287+23.6% |
| Admin fee / account holder | $1,394 | $15,559-91.0% | $13,027-89.3% | $10,132-86.2% |