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 | $157,244 | $89,753+75.2% | $107,525+46.2% | $84,808+85.4% |
| Participation rate | 81.1% | 68.1%+13.0pp | 75.1%+6.0pp | 68.3%+12.8pp |
| Annual return | 14.37% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,464 | $3,113-20.9% | $3,754-34.4% | $2,631-6.3% |
| Participant deferral / active EE | $3,448 | $4,056-15.0% | $5,116-32.6% | $4,212-18.1% |
| Admin fee / account holder | $14,689 | $7,222+103.4% | $8,919+64.7% | $7,344+100.0% |