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 | $115,467 | $181,894-36.5% | $156,549-26.2% | $273,961-57.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 11.15% | 30.74%-19.6pp | 32.23%-21.1pp | 41.45%-30.3pp |
| Employer contribution / active EE | $3,135 | $6,248-49.8% | $5,501-43.0% | $4,869-35.6% |
| Participant deferral / active EE | $4,889 | $5,550-11.9% | $4,871+0.4% | $5,287-7.5% |
| Admin fee / account holder | $21,455 | $15,559+37.9% | $13,027+64.7% | $10,132+111.8% |