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 | $151,719 | $67,411+125.1% | $91,001+66.7% | $70,131+116.3% |
| Participation rate | 96.4% | 71.4%+25.0pp | 75.6%+20.8pp | 69.5%+26.8pp |
| Annual return | 13.01% | -40.16%+53.2pp | 4.60%+8.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,341 | $1,786-24.9% | $2,456-45.4% | $2,342-42.7% |
| Participant deferral / active EE | $4,717 | $2,823+67.1% | $3,547+33.0% | $3,332+41.6% |
| Admin fee / account holder | $7,828 | $4,236+84.8% | $5,417+44.5% | $4,645+68.5% |