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 | $158,713 | $95,803+65.7% | $113,168+40.2% | $84,808+87.1% |
| Participation rate | 70.2% | 72.9%-2.7pp | 76.6%-6.4pp | 68.3%+1.9pp |
| Annual return | 15.13% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,767 | $2,360-25.1% | $2,975-40.6% | $2,631-32.9% |
| Participant deferral / active EE | $8,790 | $4,242+107.2% | $5,107+72.1% | $4,212+108.7% |
| Admin fee / account holder | $20,647 | $8,989+129.7% | $12,068+71.1% | $7,344+181.1% |