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 | $151,398 | $84,233+79.7% | $170,442-11.2% | $70,131+115.9% |
| Participation rate | 84.0% | 70.8%+13.2pp | 83.6%+0.4pp | 69.5%+14.5pp |
| Annual return | 14.47% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $3,132 | $3,387-7.5% | $5,433-42.3% | $2,342+33.7% |
| Participant deferral / active EE | $6,102 | $3,086+97.7% | $4,939+23.5% | $3,332+83.1% |
| Admin fee / account holder | $8,591 | $5,698+50.8% | $13,880-38.1% | $4,645+84.9% |