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 | $178,940 | $181,894-1.6% | $156,549+14.3% | $273,961-34.7% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 8.99% | 30.74%-21.8pp | 32.23%-23.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $9,510 | $6,248+52.2% | $5,501+72.9% | $4,869+95.3% |
| Participant deferral / active EE | $9,112 | $5,550+64.2% | $4,871+87.1% | $5,287+72.3% |
| Admin fee / account holder | $3,802 | $15,559-75.6% | $13,027-70.8% | $10,132-62.5% |