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 | $240,667 | $148,978+61.5% | $200,582+20.0% | $84,808+183.8% |
| Participation rate | 82.9% | 84.2%-1.3pp | 86.9%-4.0pp | 68.3%+14.6pp |
| Annual return | 13.93% | 28.16%-14.2pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,682 | $4,815-44.3% | $6,419-58.2% | $2,631+1.9% |
| Participant deferral / active EE | $5,758 | $7,142-19.4% | $9,331-38.3% | $4,212+36.7% |
| Admin fee / account holder | $7,332 | $13,977-47.5% | $16,305-55.0% | $7,344-0.2% |