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 | $197,379 | $181,894+8.5% | $156,549+26.1% | $273,961-28.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.23% | 30.74%-23.5pp | 32.23%-25.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $7,796 | $6,248+24.8% | $5,501+41.7% | $4,869+60.1% |
| Participant deferral / active EE | $5,704 | $5,550+2.8% | $4,871+17.1% | $5,287+7.9% |
| Admin fee / account holder | $10,975 | $15,559-29.5% | $13,027-15.8% | $10,132+8.3% |