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 | $167,656 | $95,803+75.0% | $113,168+48.1% | $84,808+97.7% |
| Participation rate | 86.7% | 72.9%+13.8pp | 76.6%+10.1pp | 68.3%+18.4pp |
| Annual return | 13.82% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,636 | $2,360-30.7% | $2,975-45.0% | $2,631-37.8% |
| Participant deferral / active EE | $6,404 | $4,242+51.0% | $5,107+25.4% | $4,212+52.0% |
| Admin fee / account holder | $44,797 | $8,989+398.4% | $12,068+271.2% | $7,344+510.0% |