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 | $166,885 | $123,793+34.8% | $177,821-6.2% | $79,858+109.0% |
| Participation rate | 87.7% | 84.7%+3.0pp | 87.7%0pp | 69.6%+18.1pp |
| Annual return | 16.87% | 22.82%-5.9pp | 48.32%-31.5pp | 31.71%-14.8pp |
| Employer contribution / active EE | $3,627 | $4,095-11.4% | $5,918-38.7% | $2,471+46.8% |
| Participant deferral / active EE | $10,037 | $5,956+68.5% | $7,714+30.1% | $3,740+168.4% |
| Admin fee / account holder | $17,434 | $7,243+140.7% | $12,427+40.3% | $5,306+228.6% |