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 | $167,519 | $117,841+42.2% | $102,423+63.6% | $145,922+14.8% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 13.79% | 31.65%-17.9pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,738 | $3,615-24.3% | $3,023-9.4% | $4,660-41.2% |
| Participant deferral / active EE | $8,456 | $5,731+47.6% | $5,053+67.3% | $6,688+26.4% |
| Admin fee / account holder | $27,185 | $13,326+104.0% | $9,451+187.6% | $13,397+102.9% |