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 | $147,476 | $81,208+81.6% | $98,907+49.1% | $79,858+84.7% |
| Participation rate | 76.4% | 72.5%+3.9pp | 76.0%+0.4pp | 69.6%+6.8pp |
| Annual return | 11.04% | 60.99%-50.0pp | 196.43%-185.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,494 | $1,960-23.8% | $2,689-44.4% | $2,471-39.5% |
| Participant deferral / active EE | $3,674 | $3,265+12.5% | $4,244-13.4% | $3,740-1.8% |
| Admin fee / account holder | $2,853 | $6,013-52.5% | $6,642-57.0% | $5,306-46.2% |