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 | $189,894 | $162,781+16.7% | $133,956+41.8% | $158,922+19.5% |
| Participation rate | 85.0% | 83.2%+1.8pp | 79.8%+5.2pp | 82.0%+3.0pp |
| Annual return | 14.12% | 41.94%-27.8pp | 45.09%-31.0pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,289 | $4,975-33.9% | $3,919-16.1% | $4,761-30.9% |
| Participant deferral / active EE | $2,799 | $5,911-52.6% | $5,048-44.6% | $5,982-53.2% |
| Admin fee / account holder | $17,064 | $11,736+45.4% | $8,927+91.2% | $11,246+51.7% |