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 | $142,897 | $81,208+76.0% | $98,907+44.5% | $79,858+78.9% |
| Participation rate | 72.5% | 72.5%0pp | 76.0%-3.6pp | 69.6%+2.8pp |
| Annual return | 21.64% | 60.99%-39.4pp | 196.43%-174.8pp | 31.71%-10.1pp |
| Employer contribution / active EE | $780 | $1,960-60.2% | $2,689-71.0% | $2,471-68.4% |
| Participant deferral / active EE | $1,795 | $3,265-45.0% | $4,244-57.7% | $3,740-52.0% |
| Admin fee / account holder | $850 | $6,013-85.9% | $6,642-87.2% | $5,306-84.0% |