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 | $171,833 | $111,535+54.1% | $105,223+63.3% | $137,256+25.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 12.96% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,064 | $3,939-73.0% | $3,689-71.2% | $4,156-74.4% |
| Participant deferral / active EE | $3,484 | $5,500-36.7% | $5,072-31.3% | $6,407-45.6% |
| Admin fee / account holder | $19,485 | $9,721+100.4% | $8,859+120.0% | $12,270+58.8% |