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 | $210,303 | $181,894+15.6% | $156,549+34.3% | $273,961-23.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 11.19% | 30.74%-19.5pp | 32.23%-21.0pp | 41.45%-30.3pp |
| Employer contribution / active EE | $4,084 | $6,248-34.6% | $5,501-25.8% | $4,869-16.1% |
| Participant deferral / active EE | $10,299 | $5,550+85.6% | $4,871+111.4% | $5,287+94.8% |
| Admin fee / account holder | $64,548 | $15,559+314.9% | $13,027+395.5% | $10,132+537.1% |