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 | $165,919 | $111,535+48.8% | $105,223+57.7% | $137,256+20.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 16.29% | 237.85%-221.6pp | 180.65%-164.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,268 | $3,939-42.4% | $3,689-38.5% | $4,156-45.4% |
| Participant deferral / active EE | $7,459 | $5,500+35.6% | $5,072+47.1% | $6,407+16.4% |
| Admin fee / account holder | $25,940 | $9,721+166.8% | $8,859+192.8% | $12,270+111.4% |