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 | $189,587 | $127,065+49.2% | $113,168+67.5% | $142,382+33.2% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 15.77% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,912 | $3,442-15.4% | $2,975-2.1% | $4,299-32.3% |
| Participant deferral / active EE | $5,381 | $5,716-5.9% | $5,107+5.4% | $6,507-17.3% |
| Admin fee / account holder | $5,796 | $15,736-63.2% | $12,068-52.0% | $12,624-54.1% |