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 | $105,868 | $67,411+57.0% | $91,001+16.3% | $70,131+51.0% |
| Participation rate | 84.4% | 71.4%+13.0pp | 75.6%+8.8pp | 69.5%+14.8pp |
| Annual return | 13.41% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $8,275 | $1,786+363.3% | $2,456+237.0% | $2,342+253.3% |
| Participant deferral / active EE | $4,857 | $2,823+72.1% | $3,547+36.9% | $3,332+45.8% |
| Admin fee / account holder | $8,342 | $4,236+96.9% | $5,417+54.0% | $4,645+79.6% |