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 | $193,247 | $135,952+42.1% | $123,892+56.0% | $273,961-29.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 6.83% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $5,393 | $5,170+4.3% | $4,617+16.8% | $4,869+10.8% |
| Participant deferral / active EE | $8,412 | $6,343+32.6% | $5,984+40.6% | $5,287+59.1% |
| Admin fee / account holder | $8,011 | $9,817-18.4% | $8,357-4.1% | $10,132-20.9% |