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 | $142,245 | $111,535+27.5% | $105,223+35.2% | $137,256+3.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 18.42% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,392 | $3,939-64.7% | $3,689-62.3% | $4,156-66.5% |
| Participant deferral / active EE | $3,250 | $5,500-40.9% | $5,072-35.9% | $6,407-49.3% |
| Admin fee / account holder | $1,532 | $9,721-84.2% | $8,859-82.7% | $12,270-87.5% |