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 | $152,089 | $89,753+69.5% | $107,525+41.4% | $84,808+79.3% |
| Participation rate | 70.7% | 68.1%+2.7pp | 75.1%-4.3pp | 68.3%+2.4pp |
| Annual return | 13.21% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,302 | $3,113+6.0% | $3,754-12.0% | $2,631+25.5% |
| Participant deferral / active EE | $6,825 | $4,056+68.3% | $5,116+33.4% | $4,212+62.1% |
| Admin fee / account holder | $3,568 | $7,222-50.6% | $8,919-60.0% | $7,344-51.4% |