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 | $176,762 | $149,734+18.1% | $118,925+48.6% | $158,922+11.2% |
| Participation rate | 86.7% | 82.1%+4.6pp | 75.4%+11.3pp | 82.0%+4.7pp |
| Annual return | 22.68% | 19.95%+2.7pp | 35.88%-13.2pp | 302.83%-280.1pp |
| Employer contribution / active EE | $3,157 | $4,115-23.3% | $3,263-3.2% | $4,761-33.7% |
| Participant deferral / active EE | $6,275 | $5,223+20.1% | $4,265+47.1% | $5,982+4.9% |
| Admin fee / account holder | $9,422 | $8,603+9.5% | $6,581+43.2% | $11,246-16.2% |