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 | $159,223 | $102,245+55.7% | $89,340+78.2% | $137,256+16.0% |
| Participation rate | 80.0% | 74.9%+5.1pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 15.95% | 21.89%-5.9pp | 20.57%-4.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,394 | $2,529-44.9% | $2,231-37.5% | $4,156-66.4% |
| Participant deferral / active EE | $1,777 | $4,436-59.9% | $3,823-53.5% | $6,407-72.3% |
| Admin fee / account holder | $1,274 | $8,085-84.2% | $6,704-81.0% | $12,270-89.6% |