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 | $103,410 | $93,071+11.1% | $74,583+38.7% | $273,961-62.3% |
| Participation rate | 90.9% | 74.9%+16.0pp | 68.1%+22.8pp | 83.0%+7.9pp |
| Annual return | 7.82% | 26.18%-18.4pp | 20.47%-12.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,570 | $3,160+13.0% | $2,525+41.4% | $4,869-26.7% |
| Participant deferral / active EE | $6,300 | $4,160+51.4% | $3,458+82.2% | $5,287+19.2% |
| Admin fee / account holder | $2,436 | $5,272-53.8% | $4,138-41.1% | $10,132-76.0% |