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 | $164,809 | $62,672+163.0% | $185,117-11.0% | $70,131+135.0% |
| Participation rate | 78.0% | 63.8%+14.2pp | 77.3%+0.7pp | 69.5%+8.5pp |
| Annual return | 19.33% | 40.79%-21.5pp | 40.50%-21.2pp | 73.14%-53.8pp |
| Employer contribution / active EE | $2,098 | $1,753+19.7% | $4,182-49.8% | $2,342-10.4% |
| Participant deferral / active EE | $6,103 | $3,272+86.6% | $5,045+21.0% | $3,332+83.2% |
| Admin fee / account holder | $4,059 | $3,932+3.2% | $8,159-50.3% | $4,645-12.6% |