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 | $236,636 | $215,361+9.9% | $171,082+38.3% | $273,961-13.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 76.7%-4.0pp | 83.0%-10.3pp |
| Annual return | 3.03% | 25.14%-22.1pp | 32.56%-29.5pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,010 | $4,967-59.5% | $4,002-49.8% | $4,869-58.7% |
| Participant deferral / active EE | $2,393 | $5,543-56.8% | $4,797-50.1% | $5,287-54.7% |
| Admin fee / account holder | $8,444 | $10,846-22.2% | $8,520-0.9% | $10,132-16.7% |