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 | $209,079 | $179,726+16.3% | $156,263+33.8% | $142,382+46.8% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.9%0pp | 80.1%-1.2pp |
| Annual return | 10.31% | 77.86%-67.5pp | 59.47%-49.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,534 | $5,069-30.3% | $4,333-18.5% | $4,299-17.8% |
| Participant deferral / active EE | $5,041 | $6,956-27.5% | $6,158-18.1% | $6,507-22.5% |
| Admin fee / account holder | $96,475 | $17,272+458.6% | $14,255+576.8% | $12,624+664.2% |