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 | $168,073 | $214,378-21.6% | $200,582-16.2% | $142,382+18.0% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 14.20% | 46.41%-32.2pp | 42.33%-28.1pp | 217.08%-202.9pp |
| Employer contribution / active EE | $7,306 | $6,841+6.8% | $6,419+13.8% | $4,299+70.0% |
| Participant deferral / active EE | $5,357 | $9,865-45.7% | $9,331-42.6% | $6,507-17.7% |
| Admin fee / account holder | $40,651 | $17,692+129.8% | $16,305+149.3% | $12,624+222.0% |