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 | $186,235 | $215,361-13.5% | $171,082+8.9% | $273,961-32.0% |
| Participation rate | 94.4% | 82.0%+12.4pp | 76.7%+17.7pp | 83.0%+11.4pp |
| Annual return | 9.52% | 25.14%-15.6pp | 32.56%-23.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $7,981 | $4,967+60.7% | $4,002+99.4% | $4,869+63.9% |
| Participant deferral / active EE | $10,399 | $5,543+87.6% | $4,797+116.8% | $5,287+96.7% |
| Admin fee / account holder | $10,530 | $10,846-2.9% | $8,520+23.6% | $10,132+3.9% |