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 | $218,708 | $154,117+41.9% | $129,995+68.2% | $139,434+56.9% |
| Participation rate | 78.9% | 82.0%-3.0pp | 78.5%+0.5pp | 80.3%-1.4pp |
| Annual return | 13.74% | 32.48%-18.7pp | -137.18%+150.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,353 | $5,289-74.4% | $4,320-68.7% | $4,751-71.5% |
| Participant deferral / active EE | $3,292 | $6,710-50.9% | $5,820-43.4% | $6,710-50.9% |
| Admin fee / account holder | $32,973 | $14,007+135.4% | $10,614+210.6% | $11,403+189.2% |