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 | $156,160 | $117,841+32.5% | $102,423+52.5% | $145,922+7.0% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 15.98% | 31.65%-15.7pp | 29.32%-13.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,187 | $3,615-67.2% | $3,023-60.8% | $4,660-74.5% |
| Participant deferral / active EE | $2,155 | $5,731-62.4% | $5,053-57.4% | $6,688-67.8% |
| Admin fee / account holder | $2,139 | $13,326-83.9% | $9,451-77.4% | $13,397-84.0% |