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 | $107,102 | $176,812-39.4% | $146,665-27.0% | $167,490-36.1% |
| Participation rate | 88.9% | 83.6%+5.3pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 9.30% | 24.03%-14.7pp | 22.74%-13.4pp | 478.56%-469.3pp |
| Employer contribution / active EE | $5,125 | $5,160-0.7% | $4,136+23.9% | $4,837+5.9% |
| Participant deferral / active EE | $4,294 | $6,440-33.3% | $5,506-22.0% | $6,341-32.3% |
| Admin fee / account holder | $16,837 | $13,259+27.0% | $10,280+63.8% | $12,309+36.8% |