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 | $117,555 | $135,952-13.5% | $123,892-5.1% | $273,961-57.1% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 6.55% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,272 | $5,170-56.1% | $4,617-50.8% | $4,869-53.3% |
| Participant deferral / active EE | $5,210 | $6,343-17.9% | $5,984-12.9% | $5,287-1.5% |
| Admin fee / account holder | $6,574 | $9,817-33.0% | $8,357-21.3% | $10,132-35.1% |