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 7-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 | $124,788 | $172,111-27.5% | $150,298-17.0% | $137,256-9.1% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 14.89% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,603 | $4,636-65.4% | $4,154-61.4% | $4,156-61.4% |
| Participant deferral / active EE | $6,748 | $6,166+9.4% | $5,453+23.8% | $6,407+5.3% |
| Admin fee / account holder | $6,591 | $16,471-60.0% | $14,116-53.3% | $12,270-46.3% |