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 | $185,209 | $138,347+33.9% | $184,203+0.5% | $80,856+129.1% |
| Participation rate | 86.3% | 83.9%+2.4pp | 86.8%-0.5pp | 67.6%+18.6pp |
| Annual return | 13.77% | 20.02%-6.2pp | 28.81%-15.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,134 | $4,850-35.4% | $6,427-51.2% | $2,755+13.7% |
| Participant deferral / active EE | $11,724 | $7,071+65.8% | $9,131+28.4% | $4,296+172.9% |
| Admin fee / account holder | $5,206 | $10,483-50.3% | $13,901-62.5% | $6,918-24.7% |