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 | $199,988 | $148,978+34.2% | $200,582-0.3% | $84,808+135.8% |
| Participation rate | 87.5% | 84.2%+3.3pp | 86.9%+0.6pp | 68.3%+19.2pp |
| Annual return | 16.95% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $3,288 | $4,815-31.7% | $6,419-48.8% | $2,631+25.0% |
| Participant deferral / active EE | $8,082 | $7,142+13.2% | $9,331-13.4% | $4,212+91.9% |
| Admin fee / account holder | $11,258 | $13,977-19.5% | $16,305-31.0% | $7,344+53.3% |