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 | $175,449 | $124,281+41.2% | $109,143+60.8% | $167,490+4.8% |
| Participation rate | 73.3% | 79.4%-6.1pp | 75.9%-2.5pp | 82.1%-8.8pp |
| Annual return | 16.91% | 26.04%-9.1pp | 25.75%-8.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $2,006 | $4,207-52.3% | $3,722-46.1% | $4,837-58.5% |
| Participant deferral / active EE | $7,837 | $5,255+49.1% | $4,653+68.4% | $6,341+23.6% |
| Admin fee / account holder | $2,741 | $7,970-65.6% | $6,752-59.4% | $12,309-77.7% |