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 | $163,101 | $146,267+11.5% | $197,124-17.3% | $82,448+97.8% |
| Participation rate | 97.7% | 84.0%+13.7pp | 86.7%+11.0pp | 68.1%+29.7pp |
| Annual return | 14.44% | 29.61%-15.2pp | 44.34%-29.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $6,228 | $4,723+31.9% | $6,2270% | $2,551+144.1% |
| Participant deferral / active EE | $8,878 | $7,035+26.2% | $9,135-2.8% | $4,139+114.5% |
| Admin fee / account holder | $2,309 | $14,422-84.0% | $16,298-85.8% | $7,234-68.1% |