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 | $114,381+50.2% | $107,525+59.8% | $142,382+20.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 12.96% | 242.71%-229.7pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,064 | $4,015-73.5% | $3,754-71.7% | $4,299-75.3% |
| Participant deferral / active EE | $3,484 | $5,564-37.4% | $5,116-31.9% | $6,507-46.5% |
| Admin fee / account holder | $19,485 | $9,860+97.6% | $8,919+118.5% | $12,624+54.4% |