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 | $165,179 | $109,413+51.0% | $156,263+5.7% | $84,808+94.8% |
| Participation rate | 70.4% | 72.7%-2.3pp | 78.9%-8.5pp | 68.3%+2.1pp |
| Annual return | 14.45% | 20.18%-5.7pp | 59.47%-45.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,004 | $2,907-31.1% | $4,333-53.8% | $2,631-23.8% |
| Participant deferral / active EE | $3,923 | $4,590-14.5% | $6,158-36.3% | $4,212-6.9% |
| Admin fee / account holder | $5,463 | $9,357-41.6% | $14,255-61.7% | $7,344-25.6% |