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 | $191,578 | $124,425+54.0% | $112,040+71.0% | $137,256+39.6% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 13.38% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,942 | $3,411-43.1% | $2,954-34.3% | $4,156-53.3% |
| Participant deferral / active EE | $5,319 | $5,718-7.0% | $5,098+4.3% | $6,407-17.0% |
| Admin fee / account holder | $6,332 | $15,207-58.4% | $12,098-47.7% | $12,270-48.4% |