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 | $157,327 | $103,966+51.3% | $112,887+39.4% | $75,163+109.3% |
| Participation rate | 75.7% | 75.7%0pp | 80.5%-4.8pp | 67.2%+8.5pp |
| Annual return | 17.94% | 24.54%-6.6pp | 34.10%-16.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $3,870-100.0% | $4,563-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,649 | $5,456+3.5% | $6,513-13.3% | $4,125+36.9% |
| Admin fee / account holder | $9,038 | $7,663+17.9% | $7,047+28.2% | $5,651+59.9% |