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 | $193,133 | $171,164+12.8% | $127,761+51.2% | $152,861+26.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.0%+8.5pp | 82.4%+5.1pp |
| Annual return | 22.61% | 23.54%-0.9pp | 26.14%-3.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,864 | $5,447-47.4% | $4,574-37.4% | $4,762-39.9% |
| Participant deferral / active EE | $3,199 | $7,038-54.5% | $6,021-46.9% | $5,850-45.3% |
| Admin fee / account holder | $4,842 | $14,530-66.7% | $9,395-48.5% | $11,596-58.2% |