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 | $128,862 | $76,552+68.3% | $123,892+4.0% | $62,891+104.9% |
| Participation rate | 73.0% | 73.0%0pp | 81.4%-8.4pp | 69.3%+3.7pp |
| Annual return | 9.27% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $4,396 | $2,883+52.5% | $4,617-4.8% | $2,281+92.7% |
| Participant deferral / active EE | $5,349 | $4,840+10.5% | $5,984-10.6% | $3,203+67.0% |
| Admin fee / account holder | $4,788 | $4,826-0.8% | $8,357-42.7% | $4,296+11.5% |