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 | $147,359 | $67,411+118.6% | $91,001+61.9% | $70,131+110.1% |
| Participation rate | 77.8% | 71.4%+6.4pp | 75.6%+2.2pp | 69.5%+8.2pp |
| Annual return | 17.76% | -40.16%+57.9pp | 4.60%+13.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,655 | $1,786-7.3% | $2,456-32.6% | $2,342-29.3% |
| Participant deferral / active EE | $4,550 | $2,823+61.2% | $3,547+28.3% | $3,332+36.6% |
| Admin fee / account holder | $2,993 | $4,236-29.3% | $5,417-44.7% | $4,645-35.6% |