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 | $181,625 | $138,347+31.3% | $184,203-1.4% | $80,856+124.6% |
| Participation rate | 87.9% | 83.9%+4.1pp | 86.8%+1.1pp | 67.6%+20.3pp |
| Annual return | 20.31% | 20.02%+0.3pp | 28.81%-8.5pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,593 | $4,850-67.1% | $6,427-75.2% | $2,755-42.2% |
| Participant deferral / active EE | $6,899 | $7,071-2.4% | $9,131-24.4% | $4,296+60.6% |
| Admin fee / account holder | $1,542 | $10,483-85.3% | $13,901-88.9% | $6,918-77.7% |