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 | $204,174 | $181,894+12.2% | $156,549+30.4% | $273,961-25.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 9.80% | 30.74%-20.9pp | 32.23%-22.4pp | 41.45%-31.7pp |
| Employer contribution / active EE | $3,237 | $6,248-48.2% | $5,501-41.2% | $4,869-33.5% |
| Participant deferral / active EE | $3,760 | $5,550-32.2% | $4,871-22.8% | $5,287-28.9% |
| Admin fee / account holder | $93,621 | $15,559+501.7% | $13,027+618.6% | $10,132+824.0% |