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 | $143,454 | $153,772-6.7% | $133,980+7.1% | $273,961-47.6% |
| Participation rate | 90.5% | 88.4%+2.1pp | 87.1%+3.4pp | 83.0%+7.5pp |
| Annual return | 9.32% | 36.51%-27.2pp | 29.30%-20.0pp | 41.45%-32.1pp |
| Employer contribution / active EE | $15,160 | $6,029+151.5% | $5,211+190.9% | $4,869+211.4% |
| Participant deferral / active EE | $11,060 | $6,958+58.9% | $6,282+76.1% | $5,287+109.2% |
| Admin fee / account holder | $2,365 | $11,765-79.9% | $9,324-74.6% | $10,132-76.7% |