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 | $181,562 | $175,202+3.6% | $149,673+21.3% | $139,434+30.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 14.84% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,232 | $5,474-59.2% | $4,818-53.7% | $4,751-53.0% |
| Participant deferral / active EE | $5,661 | $6,519-13.2% | $5,680-0.3% | $6,710-15.6% |
| Admin fee / account holder | $9,509 | $16,150-41.1% | $13,210-28.0% | $11,403-16.6% |