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 | $122,890 | $101,724+20.8% | $164,813-25.4% | $80,856+52.0% |
| Participation rate | 71.9% | 71.8%0pp | 78.6%-6.7pp | 67.6%+4.2pp |
| Annual return | 11.49% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,104 | $2,953-28.8% | $4,341-51.5% | $2,755-23.6% |
| Participant deferral / active EE | $5,698 | $4,477+27.3% | $6,031-5.5% | $4,296+32.6% |
| Admin fee / account holder | $6,636 | $8,227-19.3% | $12,690-47.7% | $6,918-4.1% |