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 | $187,761 | $56,054+235.0% | $171,082+9.7% | $62,891+198.6% |
| Participation rate | 76.7% | 62.9%+13.8pp | 76.7%0pp | 69.3%+7.4pp |
| Annual return | 6.45% | 22.52%-16.1pp | 32.56%-26.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,921 | $3,158-39.2% | $4,797-60.0% | $3,203-40.0% |
| Admin fee / account holder | $4,824 | $3,647+32.3% | $8,520-43.4% | $4,296+12.3% |