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 | $153,514 | $51,175+200.0% | $70,515+117.7% | $75,163+104.2% |
| Participation rate | 75.3% | 60.9%+14.4pp | 68.3%+7.0pp | 67.2%+8.1pp |
| Annual return | 16.93% | 30.02%-13.1pp | 32.77%-15.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,304 | $1,826-28.6% | $2,973-56.1% | $2,670-51.2% |
| Participant deferral / active EE | $7,569 | $2,849+165.7% | $4,567+65.7% | $4,125+83.5% |
| Admin fee / account holder | $6,563 | $4,091+60.5% | $6,412+2.4% | $5,651+16.1% |