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 | $171,790 | $115,770+48.4% | $101,248+69.7% | $158,922+8.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 10.05% | 56.14%-46.1pp | 46.47%-36.4pp | 302.83%-292.8pp |
| Employer contribution / active EE | $3,517 | $4,175-15.8% | $3,660-3.9% | $4,761-26.1% |
| Participant deferral / active EE | $4,566 | $4,957-7.9% | $4,370+4.5% | $5,982-23.7% |
| Admin fee / account holder | $5,963 | $7,245-17.7% | $5,945+0.3% | $11,246-47.0% |