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 | $153,829 | $63,703+141.5% | $93,063+65.3% | $82,448+86.6% |
| Participation rate | 72.8% | 63.8%+9.0pp | 72.1%+0.7pp | 68.1%+4.8pp |
| Annual return | 13.26% | -775.43%+788.7pp | 34.15%-20.9pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,455 | $1,729+42.0% | $2,476-0.9% | $2,551-3.8% |
| Participant deferral / active EE | $2,015 | $2,919-31.0% | $3,958-49.1% | $4,139-51.3% |
| Admin fee / account holder | $697 | $5,982-88.3% | $6,033-88.4% | $7,234-90.4% |