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 | $164,871 | $60,892+170.8% | $82,389+100.1% | $84,808+94.4% |
| Participation rate | 82.0% | 63.3%+18.7pp | 69.5%+12.4pp | 68.3%+13.7pp |
| Annual return | 15.74% | 37.29%-21.5pp | 28.67%-12.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,496 | $1,779-15.9% | $2,517-40.6% | $2,631-43.2% |
| Participant deferral / active EE | $4,637 | $3,179+45.9% | $4,155+11.6% | $4,212+10.1% |
| Admin fee / account holder | $14,006 | $5,467+156.2% | $7,231+93.7% | $7,344+90.7% |