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 | $144,348 | $114,381+26.2% | $107,525+34.2% | $142,382+1.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 12.09% | 242.71%-230.6pp | 181.32%-169.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,718 | $4,015-57.2% | $3,754-54.2% | $4,299-60.0% |
| Participant deferral / active EE | $2,460 | $5,564-55.8% | $5,116-51.9% | $6,507-62.2% |
| Admin fee / account holder | $2,684 | $9,860-72.8% | $8,919-69.9% | $12,624-78.7% |