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 | $142,428 | $114,381+24.5% | $107,525+32.5% | $142,3820% |
| Participation rate | 77.3% | 78.1%-0.9pp | 75.1%+2.2pp | 80.1%-2.8pp |
| Annual return | 13.25% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,794 | $4,015+44.3% | $3,754+54.4% | $4,299+34.8% |
| Participant deferral / active EE | $5,663 | $5,564+1.8% | $5,116+10.7% | $6,507-13.0% |
| Admin fee / account holder | $13,669 | $9,860+38.6% | $8,919+53.3% | $12,624+8.3% |