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 | $124,672 | $135,952-8.3% | $123,892+0.6% | $273,961-54.5% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 3.80% | 56.63%-52.8pp | 47.52%-43.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $6,682 | $5,170+29.2% | $4,617+44.7% | $4,869+37.2% |
| Participant deferral / active EE | $9,497 | $6,343+49.7% | $5,984+58.7% | $5,287+79.6% |
| Admin fee / account holder | $16,768 | $9,817+70.8% | $8,357+100.6% | $10,132+65.5% |