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 | $174,541 | $114,381+52.6% | $107,525+62.3% | $142,382+22.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 11.87% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,942 | $4,015-51.6% | $3,754-48.3% | $4,299-54.8% |
| Participant deferral / active EE | $6,547 | $5,564+17.7% | $5,116+28.0% | $6,507+0.6% |
| Admin fee / account holder | $1,668 | $9,860-83.1% | $8,919-81.3% | $12,624-86.8% |