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 | $156,585 | $109,413+43.1% | $156,263+0.2% | $84,808+84.6% |
| Participation rate | 83.3% | 72.7%+10.6pp | 78.9%+4.4pp | 68.3%+15.0pp |
| Annual return | 18.02% | 20.18%-2.2pp | 59.47%-41.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,288 | $2,907-55.7% | $4,333-70.3% | $2,631-51.0% |
| Participant deferral / active EE | $2,473 | $4,590-46.1% | $6,158-59.8% | $4,212-41.3% |
| Admin fee / account holder | $45,937 | $9,357+390.9% | $14,255+222.3% | $7,344+525.5% |