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 | $244,972 | $81,460+200.7% | $103,333+137.1% | $80,856+203.0% |
| Participation rate | 74.5% | 66.8%+7.7pp | 74.5%0pp | 67.6%+6.9pp |
| Annual return | 16.91% | 25.55%-8.6pp | 24.88%-8.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,561 | $3,105-49.7% | $3,868-59.6% | $2,755-43.3% |
| Participant deferral / active EE | $5,419 | $3,869+40.1% | $5,057+7.2% | $4,296+26.2% |
| Admin fee / account holder | $19,130 | $6,566+191.3% | $8,355+129.0% | $6,918+176.5% |