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 | $195,645 | $117,841+66.0% | $102,423+91.0% | $145,922+34.1% |
| Participation rate | 76.5% | 78.6%-2.1pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 16.30% | 31.65%-15.3pp | 29.32%-13.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,453 | $3,615-59.8% | $3,023-51.9% | $4,660-68.8% |
| Participant deferral / active EE | $7,010 | $5,731+22.3% | $5,053+38.7% | $6,688+4.8% |
| Admin fee / account holder | $456 | $13,326-96.6% | $9,451-95.2% | $13,397-96.6% |