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 | $151,873 | $77,899+95.0% | $149,673+1.5% | $75,163+102.1% |
| Participation rate | 83.3% | 65.6%+17.8pp | 78.8%+4.6pp | 67.2%+16.1pp |
| Annual return | 18.09% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,711 | $3,137-45.4% | $4,818-64.5% | $2,670-35.9% |
| Participant deferral / active EE | $6,697 | $3,411+96.3% | $5,680+17.9% | $4,125+62.3% |
| Admin fee / account holder | $10,842 | $5,956+82.0% | $13,210-17.9% | $5,651+91.9% |