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 | $157,890 | $104,251+51.5% | $91,001+73.5% | $147,584+7.0% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.6%+7.7pp | 82.8%+0.5pp |
| Annual return | 9.29% | 27.06%-17.8pp | 4.60%+4.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,880 | $3,116-39.7% | $2,456-23.5% | $4,876-61.5% |
| Participant deferral / active EE | $5,757 | $4,195+37.2% | $3,547+62.3% | $5,439+5.8% |
| Admin fee / account holder | $3,853 | $8,948-56.9% | $5,417-28.9% | $10,885-64.6% |