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 | $156,213 | $86,286+81.0% | $111,297+40.4% | $85,850+82.0% |
| Participation rate | 80.8% | 73.3%+7.4pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 15.31% | 19.99%-4.7pp | 54.65%-39.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,223 | $2,043-40.1% | $2,731-55.2% | $2,565-52.3% |
| Participant deferral / active EE | $3,112 | $3,641-14.5% | $4,487-30.7% | $3,952-21.3% |
| Admin fee / account holder | $6,877 | $8,188-16.0% | $7,964-13.6% | $6,260+9.9% |