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 | $93,731 | $67,411+39.0% | $91,001+3.0% | $70,131+33.7% |
| Participation rate | 88.1% | 71.4%+16.7pp | 75.6%+12.5pp | 69.5%+18.6pp |
| Annual return | 15.84% | -40.16%+56.0pp | 4.60%+11.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,410 | $1,786+34.9% | $2,456-1.9% | $2,342+2.9% |
| Participant deferral / active EE | $4,945 | $2,823+75.2% | $3,547+39.4% | $3,332+48.4% |
| Admin fee / account holder | $12,328 | $4,236+191.0% | $5,417+127.6% | $4,645+165.4% |