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 | $184,670 | $65,696+181.1% | $56,429+227.3% | $147,584+25.1% |
| Participation rate | 80.0% | 85.5%-5.5pp | 80.0%0pp | 82.8%-2.8pp |
| Annual return | 14.34% | 13.32%+1.0pp | 19.04%-4.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $4,768 | $4,121+15.7% | $3,405+40.0% | $4,876-2.2% |
| Participant deferral / active EE | $4,768 | $4,876-2.2% | $3,951+20.7% | $5,439-12.3% |
| Admin fee / account holder | $870 | $5,947-85.4% | $4,466-80.5% | $10,885-92.0% |