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 | $187,247 | $181,894+2.9% | $156,549+19.6% | $273,961-31.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 9.05% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $13,305 | $6,248+113.0% | $5,501+141.9% | $4,869+173.3% |
| Participant deferral / active EE | $9,600 | $5,550+73.0% | $4,871+97.1% | $5,287+81.6% |
| Admin fee / account holder | $600 | $15,559-96.1% | $13,027-95.4% | $10,132-94.1% |