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 | $144,659 | $67,411+114.6% | $91,001+59.0% | $70,131+106.3% |
| Participation rate | 87.1% | 71.4%+15.7pp | 75.6%+11.5pp | 69.5%+17.6pp |
| Annual return | 13.45% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,666 | $1,786-6.7% | $2,456-32.2% | $2,342-28.9% |
| Participant deferral / active EE | $4,069 | $2,823+44.1% | $3,547+14.7% | $3,332+22.1% |
| Admin fee / account holder | $3,995 | $4,236-5.7% | $5,417-26.3% | $4,645-14.0% |