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 | $156,611 | $135,952+15.2% | $123,892+26.4% | $273,961-42.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 7.58% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,601 | $5,170-49.7% | $4,617-43.7% | $4,869-46.6% |
| Participant deferral / active EE | $10,795 | $6,343+70.2% | $5,984+80.4% | $5,287+104.2% |
| Admin fee / account holder | $9,927 | $9,817+1.1% | $8,357+18.8% | $10,132-2.0% |