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 | $144,774 | $80,968+78.8% | $96,544+50.0% | $75,163+92.6% |
| Participation rate | 77.3% | 71.8%+5.5pp | 76.0%+1.3pp | 67.2%+10.1pp |
| Annual return | 15.26% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,847 | $2,282-19.1% | $2,965-37.7% | $2,670-30.8% |
| Participant deferral / active EE | $6,868 | $3,928+74.8% | $4,851+41.6% | $4,125+66.5% |
| Admin fee / account holder | $17,943 | $6,724+166.8% | $8,252+117.4% | $5,651+217.5% |