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 | $155,308 | $181,894-14.6% | $156,549-0.8% | $273,961-43.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 6.41% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $4,389 | $6,248-29.8% | $5,501-20.2% | $4,869-9.9% |
| Participant deferral / active EE | $9,174 | $5,550+65.3% | $4,871+88.3% | $5,287+73.5% |
| Admin fee / account holder | $20,543 | $15,559+32.0% | $13,027+57.7% | $10,132+102.8% |