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 | $175,846 | $153,311+14.7% | $109,313+60.9% | $273,961-35.8% |
| Participation rate | 77.8% | 80.1%-2.3pp | 71.3%+6.5pp | 83.0%-5.2pp |
| Annual return | 6.44% | 29.86%-23.4pp | 22.07%-15.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,592 | $5,619-36.1% | $3,892-7.7% | $4,869-26.2% |
| Participant deferral / active EE | $7,729 | $3,932+96.6% | $3,166+144.1% | $5,287+46.2% |
| Admin fee / account holder | $3,617 | $8,076-55.2% | $5,666-36.2% | $10,132-64.3% |