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 | $83,565 | $51,175+63.3% | $70,515+18.5% | $75,163+11.2% |
| Participation rate | 77.5% | 60.9%+16.6pp | 68.3%+9.2pp | 67.2%+10.3pp |
| Annual return | 14.57% | 30.02%-15.5pp | 32.77%-18.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,568 | $1,826-14.1% | $2,973-47.3% | $2,670-41.3% |
| Participant deferral / active EE | $5,246 | $2,849+84.1% | $4,567+14.9% | $4,125+27.2% |
| Admin fee / account holder | $1,628 | $4,091-60.2% | $6,412-74.6% | $5,651-71.2% |