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 | $160,569 | $69,515+131.0% | $86,874+84.8% | $85,850+87.0% |
| Participation rate | 94.3% | 66.3%+28.0pp | 71.6%+22.6pp | 69.3%+25.0pp |
| Annual return | 12.52% | 20.12%-7.6pp | 63.52%-51.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,429 | $1,880-24.0% | $2,495-42.8% | $2,565-44.3% |
| Participant deferral / active EE | $3,589 | $2,919+22.9% | $3,699-3.0% | $3,952-9.2% |
| Admin fee / account holder | $6,852 | $5,972+14.7% | $5,828+17.6% | $6,260+9.5% |