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 | $146,604 | $89,753+63.3% | $107,525+36.3% | $84,808+72.9% |
| Participation rate | 83.8% | 68.1%+15.7pp | 75.1%+8.7pp | 68.3%+15.5pp |
| Annual return | 16.42% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,249 | $3,113-27.8% | $3,754-40.1% | $2,631-14.5% |
| Participant deferral / active EE | $7,498 | $4,056+84.9% | $5,116+46.6% | $4,212+78.0% |
| Admin fee / account holder | $5,076 | $7,222-29.7% | $8,919-43.1% | $7,344-30.9% |