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 | $153,954 | $127,065+21.2% | $113,168+36.0% | $142,382+8.1% |
| Participation rate | 79.2% | 79.2%0pp | 76.6%+2.6pp | 80.1%-1.0pp |
| Annual return | 30.28% | 24.03%+6.2pp | 24.27%+6.0pp | 217.08%-186.8pp |
| Employer contribution / active EE | $2,127 | $3,442-38.2% | $2,975-28.5% | $4,299-50.5% |
| Participant deferral / active EE | $6,336 | $5,716+10.8% | $5,107+24.1% | $6,507-2.6% |
| Admin fee / account holder | $5,654 | $15,736-64.1% | $12,068-53.1% | $12,624-55.2% |