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 | $125,343 | $103,376+21.2% | $87,100+43.9% | $152,861-18.0% |
| Participation rate | 76.2% | 79.3%-3.2pp | 76.9%-0.7pp | 82.4%-6.3pp |
| Annual return | 14.65% | 28.10%-13.4pp | 28.19%-13.5pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,353 | $3,220-58.0% | $2,521-46.4% | $4,762-71.6% |
| Participant deferral / active EE | $2,554 | $4,778-46.5% | $4,049-36.9% | $5,850-56.3% |
| Admin fee / account holder | $5,635 | $12,205-53.8% | $7,497-24.8% | $11,596-51.4% |