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 | $213,439 | $215,361-0.9% | $171,082+24.8% | $273,961-22.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | 7.86% | 25.14%-17.3pp | 32.56%-24.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $4,074 | $4,967-18.0% | $4,002+1.8% | $4,869-16.3% |
| Participant deferral / active EE | $1,838 | $5,543-66.9% | $4,797-61.7% | $5,287-65.2% |
| Admin fee / account holder | $570 | $10,846-94.7% | $8,520-93.3% | $10,132-94.4% |