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 | $152,370 | $181,894-16.2% | $156,549-2.7% | $273,961-44.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.74% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $16,321 | $6,248+161.2% | $5,501+196.7% | $4,869+235.2% |
| Participant deferral / active EE | $8,362 | $5,550+50.7% | $4,871+71.7% | $5,287+58.2% |
| Admin fee / account holder | $19,301 | $15,559+24.1% | $13,027+48.2% | $10,132+90.5% |