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 | $120,896 | $153,772-21.4% | $133,980-9.8% | $273,961-55.9% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.1%-0.4pp | 83.0%+3.7pp |
| Annual return | 7.61% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,907 | $6,029-18.6% | $5,211-5.8% | $4,869+0.8% |
| Participant deferral / active EE | $5,893 | $6,958-15.3% | $6,282-6.2% | $5,287+11.5% |
| Admin fee / account holder | $8,797 | $11,765-25.2% | $9,324-5.7% | $10,132-13.2% |