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 | $165,638 | $181,894-8.9% | $156,549+5.8% | $273,961-39.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.72% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,645 | $6,248-57.7% | $5,501-51.9% | $4,869-45.7% |
| Participant deferral / active EE | $7,687 | $5,550+38.5% | $4,871+57.8% | $5,287+45.4% |
| Admin fee / account holder | $1,059 | $15,559-93.2% | $13,027-91.9% | $10,132-89.6% |