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 | $174,589 | $67,411+159.0% | $91,001+91.9% | $70,131+148.9% |
| Participation rate | 73.3% | 71.4%+2.0pp | 75.6%-2.3pp | 69.5%+3.8pp |
| Annual return | 19.31% | -40.16%+59.5pp | 4.60%+14.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,110 | $1,786-37.9% | $2,456-54.8% | $2,342-52.6% |
| Participant deferral / active EE | $5,411 | $2,823+91.7% | $3,547+52.5% | $3,332+62.4% |
| Admin fee / account holder | $1,915 | $4,236-54.8% | $5,417-64.6% | $4,645-58.8% |