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 | $241,061 | $138,347+74.2% | $184,203+30.9% | $80,856+198.1% |
| Participation rate | 86.1% | 83.9%+2.2pp | 86.8%-0.7pp | 67.6%+18.5pp |
| Annual return | 13.30% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $14,636 | $4,850+201.7% | $6,427+127.7% | $2,755+431.3% |
| Participant deferral / active EE | $3,565 | $7,071-49.6% | $9,131-61.0% | $4,296-17.0% |
| Admin fee / account holder | $10,150 | $10,483-3.2% | $13,901-27.0% | $6,918+46.7% |