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 | $81,743 | $81,460+0.3% | $103,333-20.9% | $80,856+1.1% |
| Participation rate | 78.6% | 66.8%+11.7pp | 74.5%+4.1pp | 67.6%+10.9pp |
| Annual return | 21.83% | 25.55%-3.7pp | 24.88%-3.1pp | 35.59%-13.8pp |
| Employer contribution / active EE | $1,691 | $3,105-45.5% | $3,868-56.3% | $2,755-38.6% |
| Participant deferral / active EE | $3,497 | $3,869-9.6% | $5,057-30.9% | $4,296-18.6% |
| Admin fee / account holder | $5,339 | $6,566-18.7% | $8,355-36.1% | $6,918-22.8% |