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 | $114,381+45.1% | $107,525+54.3% | $142,382+16.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.29% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,268 | $4,015-43.5% | $3,754-39.6% | $4,299-47.2% |
| Participant deferral / active EE | $7,459 | $5,564+34.1% | $5,116+45.8% | $6,507+14.6% |
| Admin fee / account holder | $25,940 | $9,860+163.1% | $8,919+190.8% | $12,624+105.5% |