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 | $173,345 | $135,952+27.5% | $123,892+39.9% | $273,961-36.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.07% | 56.63%-50.6pp | 47.52%-41.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $1,653 | $5,170-68.0% | $4,617-64.2% | $4,869-66.0% |
| Participant deferral / active EE | $5,199 | $6,343-18.0% | $5,984-13.1% | $5,287-1.7% |
| Admin fee / account holder | $10,090 | $9,817+2.8% | $8,357+20.7% | $10,132-0.4% |