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 | $131,066 | $153,772-14.8% | $133,980-2.2% | $273,961-52.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 4.86% | 36.51%-31.7pp | 29.30%-24.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $10,675 | $6,029+77.1% | $5,211+104.8% | $4,869+119.3% |
| Participant deferral / active EE | $9,948 | $6,958+43.0% | $6,282+58.4% | $5,287+88.2% |
| Admin fee / account holder | $151,329 | $11,765+1186.3% | $9,324+1523.0% | $10,132+1393.6% |