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 | $179,475 | $133,922+34.0% | $116,228+54.4% | $142,382+26.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 10.09% | 147.76%-137.7pp | 90.06%-80.0pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,503 | $3,446-56.4% | $2,994-49.8% | $4,299-65.0% |
| Participant deferral / active EE | $6,379 | $5,672+12.5% | $4,953+28.8% | $6,507-2.0% |
| Admin fee / account holder | $4,521 | $14,945-69.8% | $11,989-62.3% | $12,624-64.2% |