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 | $121,863 | $63,764+91.1% | $81,930+48.7% | $79,858+52.6% |
| Participation rate | 72.0% | 67.5%+4.5pp | 72.0%0pp | 69.6%+2.4pp |
| Annual return | 10.29% | 22.66%-12.4pp | 29.49%-19.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $2,748 | $1,795+53.1% | $4,310-36.2% | $2,471+11.2% |
| Participant deferral / active EE | $5,033 | $2,780+81.0% | $7,107-29.2% | $3,740+34.6% |
| Admin fee / account holder | $61,787 | $4,426+1295.9% | $5,158+1097.9% | $5,306+1064.4% |