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 | $121,680 | $209,411-41.9% | $178,490-31.8% | $158,922-23.4% |
| Participation rate | 86.4% | 86.3%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 12.98% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,752 | $5,706-51.8% | $5,011-45.1% | $4,761-42.2% |
| Participant deferral / active EE | $7,023 | $5,954+18.0% | $5,202+35.0% | $5,982+17.4% |
| Admin fee / account holder | $1,949 | $17,074-88.6% | $13,984-86.1% | $11,246-82.7% |