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 | $162,817 | $138,385+17.7% | $184,200-11.6% | $80,874+101.3% |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.8%+6.0pp | 67.6%+25.2pp |
| Annual return | 15.38% | 20.02%-4.6pp | 28.80%-13.4pp | 35.62%-20.2pp |
| Employer contribution / active EE | $11,022 | $4,849+127.3% | $6,424+71.6% | $2,756+300.0% |
| Participant deferral / active EE | $4,567 | $7,073-35.4% | $9,132-50.0% | $4,297+6.3% |
| Admin fee / account holder | $65,581 | $10,483+525.6% | $13,907+371.6% | $6,935+845.6% |