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 | $163,794 | $99,341+64.9% | $84,750+93.3% | $273,961-40.2% |
| Participation rate | 84.2% | 80.7%+3.5pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 27.72% | 22.93%+4.8pp | 22.78%+4.9pp | 41.45%-13.7pp |
| Employer contribution / active EE | $3,734 | $4,214-11.4% | $3,574+4.5% | $4,869-23.3% |
| Participant deferral / active EE | $7,251 | $4,269+69.8% | $3,712+95.4% | $5,287+37.1% |
| Admin fee / account holder | $16,177 | $6,644+143.5% | $5,332+203.4% | $10,132+59.7% |