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 5-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 | $44,461 | $88,672-49.9% | $105,223-57.7% | $82,448-46.1% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 29.49% | 30.86%-1.4pp | 180.65%-151.2pp | 41.64%-12.1pp |
| Employer contribution / active EE | $3,559 | $3,048+16.8% | $3,689-3.5% | $2,551+39.5% |
| Participant deferral / active EE | $7,913 | $4,036+96.1% | $5,072+56.0% | $4,139+91.2% |
| Admin fee / account holder | $7,294 | $7,146+2.1% | $8,859-17.7% | $7,234+0.8% |