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 | $175,101 | $209,336-16.4% | $197,124-11.2% | $137,256+27.6% |
| Participation rate | 78.6% | 87.3%-8.7pp | 86.7%-8.1pp | 80.0%-1.4pp |
| Annual return | 13.19% | 48.09%-34.9pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,868 | $6,591-71.7% | $6,227-70.0% | $4,156-55.1% |
| Participant deferral / active EE | $5,039 | $9,614-47.6% | $9,135-44.8% | $6,407-21.4% |
| Admin fee / account holder | $3,035 | $17,308-82.5% | $16,298-81.4% | $12,270-75.3% |