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 | $190,738 | $148,978+28.0% | $200,582-4.9% | $84,808+124.9% |
| Participation rate | 89.7% | 84.2%+5.5pp | 86.9%+2.8pp | 68.3%+21.4pp |
| Annual return | 29.07% | 28.16%+0.9pp | 42.33%-13.3pp | 40.90%-11.8pp |
| Employer contribution / active EE | $5,982 | $4,815+24.2% | $6,419-6.8% | $2,631+127.4% |
| Participant deferral / active EE | $13,154 | $7,142+84.2% | $9,331+41.0% | $4,212+212.3% |
| Admin fee / account holder | $8,330 | $13,977-40.4% | $16,305-48.9% | $7,344+13.4% |