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 | $128,839 | $80,968+59.1% | $96,544+33.5% | $75,163+71.4% |
| Participation rate | 71.7% | 71.8%0pp | 76.0%-4.2pp | 67.2%+4.5pp |
| Annual return | 18.28% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,816 | $2,282-20.4% | $2,965-38.8% | $2,670-32.0% |
| Participant deferral / active EE | $5,873 | $3,928+49.5% | $4,851+21.1% | $4,125+42.4% |
| Admin fee / account holder | $1,930 | $6,724-71.3% | $8,252-76.6% | $5,651-65.8% |