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 | $229,305 | $104,974+118.4% | $95,585+139.9% | $142,382+61.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 10.74% | 210.33%-199.6pp | 38.56%-27.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,302 | $2,779-53.1% | $2,527-48.5% | $4,299-69.7% |
| Participant deferral / active EE | $1,922 | $4,352-55.8% | $4,023-52.2% | $6,507-70.5% |
| Admin fee / account holder | $4,528 | $6,386-29.1% | $6,127-26.1% | $12,624-64.1% |