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 | $127,111 | $153,311-17.1% | $109,313+16.3% | $273,961-53.6% |
| Participation rate | 83.3% | 80.1%+3.2pp | 71.3%+12.1pp | 83.0%+0.3pp |
| Annual return | 9.31% | 29.86%-20.6pp | 22.07%-12.8pp | 41.45%-32.1pp |
| Employer contribution / active EE | $5,265 | $5,619-6.3% | $3,892+35.3% | $4,869+8.1% |
| Participant deferral / active EE | $3,500 | $3,932-11.0% | $3,166+10.5% | $5,287-33.8% |
| Admin fee / account holder | $625 | $8,076-92.3% | $5,666-89.0% | $10,132-93.8% |