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 | $234,933 | $138,347+69.8% | $184,203+27.5% | $80,856+190.6% |
| Participation rate | 80.6% | 83.9%-3.3pp | 86.8%-6.2pp | 67.6%+13.0pp |
| Annual return | 16.94% | 20.02%-3.1pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,472 | $4,850-49.0% | $6,427-61.5% | $2,755-10.3% |
| Participant deferral / active EE | $5,889 | $7,071-16.7% | $9,131-35.5% | $4,296+37.1% |
| Admin fee / account holder | $8,267 | $10,483-21.1% | $13,901-40.5% | $6,918+19.5% |