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 | $195,748 | $138,347+41.5% | $184,203+6.3% | $80,856+142.1% |
| Participation rate | 89.1% | 83.9%+5.3pp | 86.8%+2.3pp | 67.6%+21.5pp |
| Annual return | 13.93% | 20.02%-6.1pp | 28.81%-14.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $11,262 | $4,850+132.2% | $6,427+75.2% | $2,755+308.8% |
| Participant deferral / active EE | $6,948 | $7,071-1.7% | $9,131-23.9% | $4,296+61.7% |
| Admin fee / account holder | $31,379 | $10,483+199.3% | $13,901+125.7% | $6,918+353.6% |