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 | $179,587 | $114,381+57.0% | $107,525+67.0% | $142,382+26.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 13.74% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,774 | $4,015-55.8% | $3,754-52.7% | $4,299-58.7% |
| Participant deferral / active EE | $5,986 | $5,564+7.6% | $5,116+17.0% | $6,507-8.0% |
| Admin fee / account holder | $4,854 | $9,860-50.8% | $8,919-45.6% | $12,624-61.5% |