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 | $180,545 | $100,326+80.0% | $180,183+0.2% | $84,808+112.9% |
| Participation rate | 71.1% | 71.0%0pp | 77.4%-6.4pp | 68.3%+2.7pp |
| Annual return | 14.82% | 17.86%-3.0pp | 27.86%-13.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,482 | $3,269-54.7% | $5,039-70.6% | $2,631-43.7% |
| Participant deferral / active EE | $3,984 | $5,066-21.4% | $6,822-41.6% | $4,212-5.4% |
| Admin fee / account holder | $5,318 | $9,674-45.0% | $19,975-73.4% | $7,344-27.6% |