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 | $245,593 | $148,978+64.9% | $200,582+22.4% | $84,808+189.6% |
| Participation rate | 89.7% | 84.2%+5.4pp | 86.9%+2.8pp | 68.3%+21.3pp |
| Annual return | 13.30% | 28.16%-14.9pp | 42.33%-29.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,302 | $4,815-52.2% | $6,419-64.1% | $2,631-12.5% |
| Participant deferral / active EE | $6,774 | $7,142-5.2% | $9,331-27.4% | $4,212+60.8% |
| Admin fee / account holder | $2,348 | $13,977-83.2% | $16,305-85.6% | $7,344-68.0% |