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 | $204,021 | $181,894+12.2% | $156,549+30.3% | $273,961-25.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.62% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,123 | $6,248-66.0% | $5,501-61.4% | $4,869-56.4% |
| Participant deferral / active EE | $10,566 | $5,550+90.4% | $4,871+116.9% | $5,287+99.8% |
| Admin fee / account holder | $31,832 | $15,559+104.6% | $13,027+144.3% | $10,132+214.2% |