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 | $125,731 | $70,428+78.5% | $96,562+30.2% | $85,850+46.5% |
| Participation rate | 71.9% | 61.8%+10.1pp | 69.8%+2.1pp | 69.3%+2.6pp |
| Annual return | 11.04% | 18.59%-7.5pp | 37.78%-26.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,617 | $1,413+14.5% | $2,356-31.4% | $2,565-37.0% |
| Participant deferral / active EE | $5,050 | $2,894+74.5% | $3,849+31.2% | $3,952+27.8% |
| Admin fee / account holder | $6,192 | $4,997+23.9% | $6,181+0.2% | $6,260-1.1% |