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 | $152,131 | $95,803+58.8% | $113,168+34.4% | $84,808+79.4% |
| Participation rate | 76.7% | 72.9%+3.8pp | 76.6%+0.1pp | 68.3%+8.4pp |
| Annual return | 14.01% | 25.00%-11.0pp | 24.27%-10.3pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,477 | $2,360-37.4% | $2,975-50.3% | $2,631-43.9% |
| Participant deferral / active EE | $3,928 | $4,242-7.4% | $5,107-23.1% | $4,212-6.7% |
| Admin fee / account holder | $30,755 | $8,989+242.1% | $12,068+154.9% | $7,344+318.8% |