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 | $158,962 | $181,894-12.6% | $156,549+1.5% | $273,961-42.0% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 7.88% | 30.74%-22.9pp | 32.23%-24.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $9,714 | $6,248+55.5% | $5,501+76.6% | $4,869+99.5% |
| Participant deferral / active EE | $3,415 | $5,550-38.5% | $4,871-29.9% | $5,287-35.4% |
| Admin fee / account holder | $5,632 | $15,559-63.8% | $13,027-56.8% | $10,132-44.4% |