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 | $157,161 | $181,894-13.6% | $156,549+0.4% | $273,961-42.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 3.67% | 30.74%-27.1pp | 32.23%-28.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $14,638 | $6,248+134.3% | $5,501+166.1% | $4,869+200.6% |
| Participant deferral / active EE | $9,902 | $5,550+78.4% | $4,871+103.3% | $5,287+87.3% |
| Admin fee / account holder | $80,100 | $15,559+414.8% | $13,027+514.9% | $10,132+690.6% |