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 | $172,313 | $104,974+64.1% | $95,585+80.3% | $142,382+21.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 15.67% | 210.33%-194.7pp | 38.56%-22.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,916 | $2,779-31.0% | $2,527-24.2% | $4,299-55.4% |
| Participant deferral / active EE | $3,095 | $4,352-28.9% | $4,023-23.0% | $6,507-52.4% |
| Admin fee / account holder | $3,093 | $6,386-51.6% | $6,127-49.5% | $12,624-75.5% |