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 | $151,763 | $104,251+45.6% | $91,001+66.8% | $147,584+2.8% |
| Participation rate | 73.7% | 78.2%-4.6pp | 75.6%-1.9pp | 82.8%-9.1pp |
| Annual return | 13.40% | 27.06%-13.7pp | 4.60%+8.8pp | 578.55%-565.2pp |
| Employer contribution / active EE | $1,957 | $3,116-37.2% | $2,456-20.3% | $4,876-59.9% |
| Participant deferral / active EE | $4,252 | $4,195+1.4% | $3,547+19.9% | $5,439-21.8% |
| Admin fee / account holder | $7,851 | $8,948-12.3% | $5,417+44.9% | $10,885-27.9% |